Fundamental Mid Cap Growth Equity

The Fundamental Mid Cap Growth Equity strategy invests primarily in the equities of mid-capitalization securities that trade at reasonable valuations. The investment team follows the philosophy that:

  • Bottom-up security selection adds value
  • Intensive, grass-roots research cannot be outsourced
  • Superior long-term returns are generated by companies with effective business models and are led by management teams that invest wisely
  • Growth stocks can be expensive, but valuation matters

Strategy details

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