institutional

Mid Cap Value

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The investment approach is driven by bottom-up value analysis with an emphasis on uncovering special situations and undervalued investments. The strategy is managed on the premise that internally generated proprietary research and a focus on smaller capitalization companies not generally followed by Wall Street will produce above average returns over a market cycle. The investment team’s process focuses on assessing value in relation to earnings power, emphasizing free cash flow, and evaluating management philosophy, capability, and commitment. The Mid Cap Value strategy has the ability to invest across all market caps, but historically has been focused in the small and mid-cap sectors and is managed in a tax-efficient manner.

team
  • J.Dennis Delafield

  • Vincent Sellecchia

  • Joshua Kaufthal

  • James Maxwell, CFA

  • Donald Wang, CFA

  • Michael Sellecchia

Mutual Funds

You are about to leave the Private Wealth Management section of the website. The link you have accessed is provided for informational purposes only and should not be considered a solicitation to become a shareholder of or invest in the Tocqueville Trust Mutual Funds. Please consider the investment objectives, risks, and charges and expenses of any Mutual Fund carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free prospectus by downloading a copy from the Mutual Fund section of the website, by contacting an authorized broker/dealer, or by calling 1-800-697-3863.Please read the prospectus carefully before you invest. By accepting you will be leaving the Private Wealth Management section of the website.