SMID Cap Core

The SMID Cap Core (“SMID”) 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 2500 Index.

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Lead Portfolio Manager

  • John Campbell, CFA

Inception Date:

  • June 30, 2007

Primary Benchmark:

  • Russell 2500 Index

Target Portfolio:

  • 50 Holdings
  • Position Average Weight: 2%
  • Relative Sector Weights: +/- 5%
  • Expected Turnover: 30 – 50%