Fiera Capital Mid Cap Growth Strategy Q4 2018 Commentary

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Includes: ANET, APTV, BR, CMG, DVN, EXEL, FTNT, H, JAZZ, MSCI, NEWR, NTNX, NVR, RHT, SAGE, SUPN, WCG, WDAY, WMGI, WMGIZ
by: FieraCapitalUS
Summary

The Mid Cap Growth portfolio is focused mid cap ideas, this approach seeks both stable and emerging growth companies within industries and sectors poised to benefit from global secular growth trends.

The Mid Cap Growth portfolio typically holds 40 to 60 names and consists of companies between $150 million and $3.5 billion in market cap at time of initial purchase. The benchmark index is the Russell Mid Cap Growth.

This commentary reviews the previous quarter and discusses our outlook and investment approach for the Mid Cap Growth strategy in the coming months.