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: in Morningstar's most recent report on our mutual fund, they noted that "during the fund's history, it has beaten the Russell Midcap Index in 19 of the 20 quarters when the benchmark fell into negative territory. It has outperformed by roughly 220 basis points on average in those quarters."1
  • 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. 




1As of 31 December 2015; Source: © 2015 Morningstar, Inc. All Rights Reserved. Part of the mutual fund data contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this 
Investment guidelines are subject to change

Related Insights

The Owner-Operator AdvantageThe owner-operator advantage

It was a typical Monday morning for Jeffrey Lorberbaum.He went to the office, ready to start the week, but by the time he...

Aligned Investors mid-year review 2017

The most notable characteristic of equity markets so far in 2017 has been their near total tranquility. Through six...

Document Thumbnail: Aligned Investors: 2017 year-end review

If only markets could produce more years like 2017. Investors of all kinds had reason to be pleased with the outcome....