By taking a moderate approach to an asset class with potential for fast growth, this mid-cap growth portfolio has demonstrated lower volatility than the index. Unlike many competitor products that focus on short-term growth rates, this strategy seeks to invest in companies exhibiting sustainable and durable growth.
Why Invest in the Portfolio
"SMART GROWTH" APPROACH
The Portfolio's investment approach focuses on long duration, sustainable growth companies with strong competitive advantages and large addressable markets. We seek to avoid companies with rapid-but-unsustainable, short-term growth profiles.
DEEP, SPECIALIZED TEAM
The Portfolio benefits from in-depth fundamental research, supported by a broad team of analysts, a team of small-mid cap specialists, and a portfolio manager with experience in the mid-cap space.
GROWTH POTENTIAL WITH TEMPERED VOLATILITY
Offering exposure to medium-sized companies with resilient business models, this portfolio is designed to weather a variety of market environments and take on moderately less risk than the index.