Equity
Our growth-oriented equity strategies focus in areas where capacity is scarce or a special situation is emerging.
SMID Select
Portfolio Manager:
- Maneesh Modi, 16 years of experience
Strategy Inception:
Investment Objective:
- Seeks growth of capital by investing in a portfolio of 35-50 high quality small and mid cap growth companies
Benchmark:
Investment Approach:
- Utilize fundamental research to identify a focused list of high quality companies with attractive growth prospects, reasonable valuations and financial discipline
- Focus on companies that are growing faster than their peers, offer mission critical parts and services, or are cheap beyond reason
- Mitigate risk by emphasizing stable revenue companies and making position sizes inversely correlated to risk
Why Invest:
- High conviction portfolio that seeks to consistently deliver outperformance
- Focus on higher quality companies with the goal of delivering long-term outperformance with lower risk
Vehicle Option:
