U.S. Opportunistic Mid Cap Growth

Summary

TARGET

Tracking Error 3% - 5% over a standard market cycle
Excess Return 2% - 4% over a standard market cycle

INVESTMENT TEAM

Nalin Yogasundram

Rob Brookby

2 Investment Analysts

2 Client Portfolio Managers

Documents & Resources

N/A

 

U.S. Opportunistic Mid Cap Growth seeks excess return by identifying companies demonstrating accelerating growth rates combined with relative price strength.

Our time-tested philosophy of growth investing:

  • Centers on the belief that accelerating growth in earnings and revenues, rather than the absolute level of growth, is more highly correlated to stock price performance.
  • Directs us to research different companies than other growth managers, as we do not require an absolute threshold of earnings or revenue growth.
  • Allows us to take advantage of both the normal price appreciation that results from a company’s earnings growth and the market’s re-rating of a company’s price-to-earnings multiple.

Availability

Investment capabilities are available to institutional clients through separate accounts, sub-advised portfolios and commingled vehicles. Please contact us for availability in your region.

Performance

*Annualized

Sources: Frank Russell Co., FactSet

Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.

Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.

The Russell Midcap® Index is a trademark/service mark of the Frank Russell Company. Russell® is trademark of the Frank Russell Company.