ABOUT THIS STRATEGY
We believe that investing in companies with sustainable growth can deliver a portfolio with compelling results and allow us to outperform our benchmark and peers, while also looking to mitigate volatility. We seek to identify mid-cap companies with high-quality management teams and strong governance that wisely allocate capital to fund and drive growth over time.
Brian Demain’s Q&A with Barron’s
Portfolio Manager Brian Demain’s recent Q&A in Barron’s discussing his outlook for the year, investment criteria, and themes and stocks he is excited about in 2023.
Smart Growth Approach
The Portfolio’s investment approach focuses on long-duration, sustainable-growth companies with strong competitive advantages and large addressable markets. We seek to avoid companies with rapid but unsustainable, short-term growth profiles.
Deep, Specialized Team
The portfolio benefits from experienced Portfolio Managers with expertise in mid-cap investing; in-depth fundamental research conducted by a dedicated team of experts exclusively focused on small-mid-cap companies; and the broader support of an insightful team of equity investment professionals.
Growth Potential with Tempered Volatility
The Portfolio offers exposure to medium-size companies with resilient business models and is designed to weather a variety of market environments and take on moderately less risk than the index.