Our MidCap Equity strategy provides high conviction, yet sensibly diversified exposure to the MidCap universe, without style extremes or excessive concentration in any one sector.


Strategy Attributes


  • Active: Our strategy is not highly benchmark aware. We invest in what we believe to be the best opportunities available, with relatively wide ranges allowed (+/- 20% to the benchmark) for sector weights.
  • Risk Reduction: A focus on risk reduction throughout the entire process has helped us deliver excess risk-adjusted returns over market cycles.
  • Low Turnover: Our long-term focus results in relatively low portfolio turnover, about 20% per year on average, implying an average holding period of five years.
  • True to MidCap: We ensure that at least 80% of the weight of the portfolio is invested in MidCap companies, as defined by Russell, at all times.