Mid Cap Core
The Mid Cap Core (“MCC”) strategy’s overall objective is to construct an actively managed, risk controlled, core portfolio of companies that are undervalued and exhibiting the likelihood to meet or exceed earnings expectations. The strategy’s performance objective is to provide long-term capital appreciation by outperforming the Russell Mid Cap Index.
Click for more information about the focused investment approach.Lead Portfolio Manager
- John Campbell, CFA
Inception Date:
- March 31, 2006
Primary Benchmark:
- Russell 2500 Index
- 40 Holdings
- Initial Position Weights: 2.5%
- Relative Sector Weights: +/- 5%
- Expected Turnover: 30 – 50%