Mid Cap Value
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.
James Maxwell, CFA
Donald Wang, CFA
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