Quarterly Update
Watch the investment team recap the historic first quarter.
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.
INVESTMENT APPROACH
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.
Featured Insight
Equity Perspectives
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Featured Insight
2Q19 | Global Perspectives
Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.
