The SMID Cap Growth portfolio is focused on investing in small to mid cap ideas. We seek both stable and emerging growth companies that are within industries and sectors poised to benefit from global secular growth trends.
The SMID Cap Growth portfolio typically holds 60 to 80 names and consists of companies between $150 million and $10 billion in market cap at time of initial purchase. The benchmark index is the Russell 2500 Growth.
This commentary reviews the previous quarter and discusses our outlook and investment approach for the SMID Cap Growth strategy in the coming months.