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Mid Cap Value


The Fund invests in a diversified portfolio of midcap stocks expected to outperform its Benchmark of the S&P Midcap 400 Value Index over market cycles. The quantitative stock selection process is disciplined and objective so that there is no style drift over time. The initial selection universe is the S&P Midcap 400 Index from which we exclude stocks less than $5. We select stocks with low price-to-book ratios relative to their sectors that show strong Earnings Pressure, a proprietary measure of revisions in analysts' estimates of future earnings. The Fund is also tax efficient for taxable investors.



For further information on this strategy and its performance, please contact us.