Mid-Cap Value

Strategy Description

The Mid-Cap Value strategy invests in 50-80 undervalued mid-sized companies with an emphasis on sustainable cash flow, strong balance sheet, and potential for long-term capital appreciation. The strategy invests in industries and companies that may be out of favor and misunderstood due to temporary or cyclical factors.

Strategy Facts

As of 06/30/2023
Asset ClassMid-Cap Value Equity
VehiclesSeparate Acct | Mutual Fund | Model Delivery
Style BenchmarkRussell Midcap Value
Strategy Assets (millions)$446
Number of Stocks50 - 80
Typical Market Cap Range$500 million to $20 billion

Portfolio Managers

Stan Majcher, CFA
26 Years with H&W 30 Years of Industry Experience
Hunter Doble, CFA
17 Years with H&W 27 Years of Industry Experience