Equity

Mid Cap Growth

Focused on companies with strong projected earnings growth

Looking modern office building from below.

Overview

  • We seek to capture inflection points in growth rates or the business model, looking for companies transitioning from early-stage growth to a more mature, seasoned level of performance
  • We look for companies with average EPS growth, sustainable and/or improving growth over the investment horizon, strong business fundamentals, and stable and enduring franchise value
  • Valuation is important, as we think the market often under-appreciates the performance of steady growth companies

Characteristics & Performance

Composite Inception12/31/1996
Strategy AUM$2.5 Billion as of 12/31/24
BenchmarkRussell Midcap® Growth
Holdings RangeTypically 60 – 80
Max. Position SizeTypically 4%
Turnover30 – 50% under normal market conditions
Active ShareTypically >70% 
Cash<5%

Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.

Available Vehicles

Institutional Separate Account

US Mutual Fund

 

 

Collective Investment Trust

 

 

UCITS Fund

Investment Team

Our Mid Cap team includes two portfolio managers and six research professionals. The investment universe is divided by sectors and/or industries, with individual team members having responsibility within their areas of expertise. Portfolio managers and analysts continually discuss the merits and risks of each security, reviewing the fundamental outlook and stock valuation. This interactive process leverages the knowledge and skill of the entire investment team.

Jason M. Swiatek, CFA

Managing Director

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Head of Small/Mid Cap Equity

Eric Sartorius, CFA

Managing Director

Benjamin F. Bryan, CFA

Managing Director

Daniel Brachfeld, CFA
Daniel Brachfeld, CFA

Managing Director

Jason M. Friel, CFA
Jason M. Friel, CFA

Managing Director

Jonathan M. Shapiro
Jonathan M. Shapiro

Managing Director

Christopher C. Caponetti, CFA
Christopher C. Caponetti, CFA

Managing Director

Eric Sartorius, CFA
Eric Sartorius, CFA

Managing Director

Kelly Thomas, CFA
Kelly Thomas, CFA

Managing Director

Jeffrey T. McCarthy

Managing Director

Equity

MID CAP GROWTH

Focused on companies with strong projected

earnings growth

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