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 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
StatusOpen

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

Index definitions

Glossary of financial terms

More Insights

August 2022 H&W Mid-Cap Value Portfolio Manager Stan Majcher featured on “Money Life with Chuck Jaffe” Go to Podcast July 2022 Portfolio Manager Stan Majcher provides an energy update on The Exchange with Kelly Evans Go to Video