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 03/31/2024
Asset ClassMid-Cap Value Equity
VehiclesSeparate Acct | Mutual Fund | Model Delivery
Style BenchmarkRussell Midcap Value
Strategy Assets (millions)$495
Number of Stocks50 - 80
Typical Market Cap Range$500 million to $20 billion

Portfolio Managers

Stan Majcher, CFA

27 Years with H&W 30 Years of Industry Experience

Hunter Doble, CFA

18 Years with H&W 28 Years of Industry Experience