Equity 

Our growth-oriented equity strategies focus in areas where capacity is scarce or a special situation is emerging. 

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SMID Select

Portfolio Manager:

  • Maneesh Modi, 13 years of experience

Strategy Inception: 

  • February 1, 2016

Investment Objective:

  • Seeks growth of capital by investing in a portfolio of 35-50 high quality small and mid cap growth companies 

Benchmark:

  • Russell 2500 Index

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:

  • Currently available in Separately Managed Account