The Nomura Mid Cap Growth Equity (SMA) strategy is an actively managed portfolio of high-quality mid-cap companies. The strategy employs fundamental, bottom-up research with a quality-first framework, targeting competitively advantaged businesses that may be capable of sustaining growth beyond market expectations.
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 seeking to optimize balance of growth and valuation within quality growth stocks
Experienced team
Led by portfolio managers with decades of shared experience navigating multiple market cycles
The strategy takes the view that 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.
The team believes mid-caps are the sweet spot of the economy – large enough for durable franchises with pricing power, small enough for meaningful growth and the opportunities to exploit market inefficiency.
Quality creates opportunity by focusing on business durability rather than short-term growth rates, the strategy identifies companies where sustainable growth exceeds market expectations – often before the market recognizes it.
Diversification across the 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.
Russell Midcap® Growth Index
We'll provide the depth of experience and resources needed to help address the changing dynamics of today's markets. From ETFs, SMAs, and mutual funds to private markets, our team can help you identify investment solutions aligned to your clients' financial needs.
Risk Disclosures
Investing involves risk, including the possible loss of principal.
Investments in small and/or mid-cap companies may be more volatile than those of larger companies.
Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy.
All third-party marks cited are the property of their respective owners.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realized or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
This information is a general description of Nomura Asset Management only. The views expressed on this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.
Equity securities are subject to price fluctuation and possible loss of principal.
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.