US SMID Cap (closed to new investors)
Investment objective
US SMID aims to outperform the Russell 2500 Index over a market cycle (typically 3-5 years).
Key features
- Flexible core investment style; able to reflect changing market dynamics throughout the economic cycle
- Bottom-up fundamental research provides the basis for stock selection
- Focus on companies with strong appreciation potential selling at reasonable valuations
- Invests in a combination of three distinct and complementary types of companies; smoothes volatility and tends to offer protection in down markets
Investment options
- Separate accounts*
- Sub-advisory*
- Institutional-type vehicles*
- Mutual Fund