The US Mid Cap Growth Equity strategy is actively managed, seeks to balance high-quality, sustainable growth with valuation discipline, and aims to deliver both attractive return opportunities and critical portfolio diversification over the long term.
Quality-first discipline
Business model durability precedes growth evaluation – high margins, strong cash flows, and sound balance sheets
Diversified growth
Portfolio invests across the growth spectrum to optimize the balance of growth and valuation within quality growth stocks
Experienced team
Led by portfolio managers with decades of shared experience navigating multiple market cycles
Markets systemically overestimate the growth-rate fade factor of high-quality businesses. Companies with durable competitive advantages can sustain growth far longer than consensus pricing reflects. This is the strategy’s primary targeted source of alpha.
Mid-caps are the sweet spot of the economy – large enough for durable franchises with pricing power, small enough for meaningful growth and market inefficiency.
Quality creates opportunity by focusing on business durability rather than short-term growth rates, the strategy seeks to identify companies where sustainable growth exceeds market expectations – often before the market recognizes it.
Diversification across growth spectrum ensures the strategy isn't dependent on a single market environment to perform.
Multi-year investment horizons and low turnover (typically < 30%) allow for early positioning and patience when conviction is high.
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Risk Disclosures
Investing involves risk, including the possible loss of principal.
A fund or strategy that holds a limited number of securities may be more sensitive to the price fluctuations of a single security in its portfolio and may be more volatile than a fund or strategy that holds a greater number of securities.
Investments in small and/or mid-cap companies may be more volatile than those of larger companies.
Investing in the real estate industry includes risks such as declines in real estate value, lack of availability of mortgage funds, overbuilding, extended vacancies, increases in property taxes, changes in zoning laws, costs from clean-up of environmental problems, uninsured damages, variations in rents, and changes in interest rates. The value of an investment in a real estate investment trust (REIT) may be adversely affected by various factors, including interest rate changes, changes in property values, changes in dividend payments, loss of the REIT's ability to qualify for pass-through tax treatment under federal tax laws, or the REIT's failure to maintain its exemption from registration as an investment company.
Securities in the energy sector may be subject to price fluctuations due to various factors including real and perceived inflationary trends and political developments, the cost assumed in complying with environmental safety regulations, demand of energy fuels, energy conservation, the success of exploration projects, and governmental regulations.
Diversification may not protect against market risk.
Growth stocks reflect projections of future earnings and revenue. These prices may rise or fall dramatically depending on whether those projections are met. These companies’ stock prices may be more volatile, particularly over the short term.
Equity securities are subject to price fluctuation and possible loss of principal.
Issuers in the information technology sector may be impacted by intense competition; dramatic and often unpredictable changes in growth rates and competition for qualified personnel; effects on profitability from being heavily dependent on patent and intellectual property rights and the loss or impairment of those rights; obsolescence of existing technology; general economic conditions; and government regulation.
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