Given the recent profound decline in crude oil prices, the global energy sector and related industrial suppliers are...
U.S. Mid-Cap Value Equity
Our U.S. Mid-Cap Value Equity primarily invests in mid-cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell Mid Cap Value Index1.
Like all of our active equity strategies, we seek companies demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations. Our value and income strategies also seek companies with sustainable dividend yields. When combined, portfolio profiles reflect a compelling simultaneous combination of value and growth characteristics relative to a value benchmark.
1In a separate account structure, the flexibility of our investment process allows us to manage the strategy to client-specified benchmark and guidelines.
Key points discussed during this quarter's U.S. Equities Market Recap include:
The long-term case for value and growth equity investment strategies are both based on sound fundamental principles. The...