Our Mid Cap Core Quantitative Strategy is based on the belief that, over multiple market cycles, investing in stocks with strong fundamental business models at attractive prices will add value versus a passive benchmark. However, we are also cognizant of the impact that shorter-term pressures can have on markets. So, though our primary focus is always our core belief, we also stay alert to these other influences and believe that they can create additional opportunities to add value.
How We Make Equity Strategies Work For You:
We seek to identify companies capable of generating returns for you. We also consider secular trends that lend themselves to long-term investment horizons.
We evaluate risk and reward based on our expectations of company fundamental performance.
We value assets relative to market and growth prospects.
We monitor our investments closely. If we believe the investment prospects are less than we expected, we remove the stock from the portfolio.
The objective of this strategy is to generate a total return, net of all fees, in excess of the Russell MidCap® benchmark over rolling three- to five-year periods.
| $250,000 to $5,000,000 | 70 bps |
| Next $5,000,000 | 65 bps |
| Next $15,000,000 | 60 bps |
| Next $25,000,000 | 55 bps |
| Next $50,000,000 | 50 bps |
| More than $100,000,000 | 45 bps |