Perkins Mid Cap Value Managed Account

Defensive Mid-Cap Value Equities

Client Commitment

This defensive mid-cap value portfolio seeks to provide attractive returns over a full market cycle by mitigating losses in down markets while participating in up markets. The strategy focuses on high-quality companies with strong balance sheets and stable earnings trading at attractive valuations.

Why Invest in the Portfolio

DEFENSIVE APPROACH

Our disciplined valuation process measures downside risk before upside potential and invests in companies with favorable reward/risk ratios. This approach is consistent across the firm since its founding more than 30 years ago.

HIGH-QUALITY COMPANIES

The Portfolio seeks high-quality companies that can withstand an economic downturn given their balance sheet strength, earnings stability and operating efficiency.

RESULTS WITH LESS VOLATILITY

Focused on mitigating losses in down market conditions while participating in up markets, the Portfolio is designed to compound strong returns over a full market cycle with lower volatility than the index.

PORTFOLIO MANAGEMENT

Tom Perkins

Portfolio Manager since 1998
Industry since 1970

Kevin Preloger

Portfolio Manager since 2013
Industry since 1997

Justin Tugman, CFA

Portfolio Manager since 2015
Industry since 2000

MORNINGSTAR TOOLS

Go beyond ratings with our Fund vs. Fund, Portfolio Analysis and Portfolio Comparison tools powered by Morningstar.