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Research Summary

  • Portfolio Construction

The Power of Discovery

The Mid-Cap Opportunity

Portfolio Manager—Small and Mid-Cap Growth Equities
Portfolio Manager—Small and Mid-Cap Value Equities
February 13, 2013

By accessing a diverse collection of fundamentally stronger mid-cap companies, a combined small- and mid-cap strategy offers the diversification and return potential of small-cap stocks but with less volatility and fewer of the constraints associated with small cap-only investing. We explore the small- and mid-cap opportunity and discuss why a combined small- and mid-cap portfolio may be an appealing alternative to a small-cap mandate for certain investors.

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