Strategies

Mid-Cap Value

Summary

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 03/31/2022
Asset ClassMid-Cap Value Equity
VehiclesSeparate Acct | Mutual Fund | Model Delivery
Style BenchmarkRussell Midcap Value
Strategy Assets (millions)$1,127
Number of Stocks50 - 80
Typical Market Cap Range$500 million to $20 billion
StatusOpen

Portfolio Managers

Stan Majcher, CFA
25 Years with H&W 28 Years of Industry Experience
Hunter Doble, CFA
16 Years with H&W 26 Years of Industry Experience

Index definitions

Glossary of financial terms

More Insights

February 2022 Stan Majcher speaks with Kelly Evans on The Exchange Go to Video December 2021 Mid-Cap Value Portfolio Managers Stan Majcher and Hunter Doble Featured in Value Investor Insight Go to Interview October 2021 Portfolio Manager Stan Majcher at the Morningstar Investment Conference Go to Video