U.S. SMID Cap Equity
Investment Objective
The U.S. Small and Mid (SMID) Cap Equity strategy seeks capital appreciation.
Description
The strategy is a bottom-up, fundamental and research based approach. The portfolio manager and analysts seek to identify those companies that have compelling business models, a strong management team and attractive valuation levels. Sources of research include company managements, competitors, media and suppliers. The portfolio of approximately 90 to 120 stocks is diversified by type of company, with approximately 50-to-70% of the portfolio invested in mispriced growth opportunities, 20-to-50% in “steady eddies” (i.e. companies with stable and dependable earnings and revenue characteristics), and 0-to-10% in turnarounds.
Investment Options*
- Subadvised Mutual Fund
- Separate Accounts
Learn More
To find out more about this strategy, download the strategy overview or email our team at canada@schroders.com.
Investment Disclosures
*The strategies listed include those which may be subject to the ability to meet investment minimums and other specific criteria, and may not be directly available to U.S. investors.
There can be no guarantee these strategies will be successful or that the investment objective can be achieved.
Investment risks: All investments involve risks including the risk of possible loss of principal. The market value of the portfolio may decline as a result of a number of factors, including adverse economic and market conditions, prospects of stocks in the portfolio, changing interest rates, and real or perceived adverse competitive industry conditions. Investments in small and medium capitalization companies generally carry greater risk than is customarily associated with larger capitalization companies, which may include, for example, less public information, more limited financial resources and product lines, greater volatility, higher risk of failure than larger companies, and less liquidity.