Mid Cap Value Equity

Mission is to generate superior risk-adjusted long-term returns by investing in companies with market capitalizations of $1 billion to $20 billion and primarily in the $2 million to $15 billion range.

Assets Under Management $245 Million Inception January 1, 2006 Universe Market Cap $1 B to $20 B Hurdle Rate 15% to 20% Position Size (at Cost) 1% to 5% Number of Holdings 45 to 55

Marketing Presentation

Marketing Presentation  download pdf | 360k