US SMID Cap Equity

Investment Objective

The US Small and Mid (SMID) Cap Equity strategy seeks capital appreciation.


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-20% in turnarounds.

Management Team

Investment Philosophy

Investment Process

Key Features

Investment Options*