Equity

SMid Cap Core

Focused on investing across the growth/value spectrum

Looking modern office building from below.

Overview

  • A research-intensive approach is used to build diversified portfolios with stocks in a variety of different industries and sectors
  • The team seeks to uncover companies that have attractive valuations and should experience solid earnings growth on an intermediate-term basis
  • The underlying philosophy is to buy businesses rather than just stocks

Characteristics & Performance

 

Composite Inception

5/31/2004

Strategy AUM

$4.0 Billion as of 3/31/25

Benchmark

Russell 2500TM Index

Holdings Range

Typically 110 – 135

Avg. Position Size<2.5%
Turnover40 – 60% under normal market conditions
Active Share

Approximately 90%

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

 

Collective Investment Trust

 

US Mutual Fund

 

Managed Account

Investment Team

Our SMid Cap team includes two portfolio managers and three 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

|

Head of Small/Mid Cap Equity

Eric Staudt, CFA

Managing Director

|

Portfolio Manager

Griffin Sullivan, CFA

Managing Director

|

Portfolio Manager

Jonathan M. Shapiro

Managing Director

Natalia Glekel, CFA

Managing Director

|

Portfolio Manager

Miriam Zussman

Managing Director

|

Portfolio Manager

Daniel Brachfeld, CFA

Managing Director

|

Consumer

Christopher C. Caponetti, CFA

Managing Director

|

Health Care

Eric Sartorius, CFA

Managing Director

Kelly Thomas, CFA

Managing Director

|

Technology/Comm. Services

Benjamin F. Bryan, CFA

Managing Director

|

Industrials/Technology

Jason M. Friel, CFA

Managing Director

|

Industrials/Technology

Jonathan M. Shapiro

Managing Director

|

Real Estate

Jeffrey T. McCarthy

Managing Director

Equity

SMID CAP CORE

Focused on investing across the growth/value

spectrum

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