Quarterly Update
Watch the investment team recap this quarter.
ABOUT THIS FUND
By taking a moderate approach to an asset class with potential for rapid growth, this mid-cap growth fund has demonstrated lower volatility than the index. Unlike many competitor products that focus on short-term growth rates, this strategy seeks to invest in companies that exhibit sustainable and durable growth.
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.
WHY INVEST IN THIS FUND
Smart Growth Approach
The Fund’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 Fund 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.
Strong risk-adjusted performance vs. peers
10-Year Rankings in Morningstar Mid-Cap growth category (456 funds) as of 9/30/24
Enterprise Fund 3-Year rankings in Morningstar Mid Cap Growth Category as of 09/30/24: Alpha – 8th percentile ranked 41 of 522 funds, Sharpe Ratio – 8th percentile ranked 38 of 522 funds, Standard Deviation – 96th percentile ranked 503 of 522 funds and Beta – 95th percentile ranked 489 of 522 funds
Past performance is no guarantee of future results.
AN UNCOMPROMISING APPROACH
Equity markets may shift.
Our focus never does.
