Equity

Special U.S. Mid Cap Value Equity Strategy

The strategy aims to deliver long-term capital appreciation by investing primarily in mid-cap companies with above-average capital appreciation potential and below-average risk.

Competitive advantages

Gears

CPA-based investment process

Through disciplined execution of its unique process, the team seeks to consistently outperform benchmarks and peers while maintaining a low-risk profile.

Research

Rigorous bottom-up research

The bottom-up research process focuses on companies with durable competitive advantages, free-cash-flow generation, and balance sheet flexibility.

Dollar

Disciplined valuation

The team appraises company reward/risk profiles, investing where this ratio is most favorable and not necessarily where upside is the greatest.

Composite performance

Average annual returns Add Minus

Average annual returns

(as of 3/31/2024)
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Composite (Gross)
5.65
9.32
9.32
19.45
10.55
12.99
10.68
11.68
Composite (Net)
5.58
9.13
9.13
18.56
9.69
12.09
9.77
10.65
Benchmark
5.18
8.23
8.23
20.40
6.80
9.94
8.57
9.48

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Calendar year Add Minus

Calendar year

2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund
9.50
-4.60
28.72
3.24
35.50
-13.14
11.19
21.66
-2.71
12.07
Benchmark
12.71
-12.03
28.34
4.96
27.06
-12.29
13.34
20.00
-4.78
14.75

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Our team
Meet the investment team

The team follows a fundamental approach of identifying companies with competitive advantages, sustainable free cash flow, and flexible balance sheets, helping deliver long-term capital appreciation.

Contact Us

We look forward to helping you with your investment needs