Investment Objective
Capital Appreciation
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Fund Characteristics
The Mid Cap Value Fund seeks to identify mid cap companies priced at discounts to their intrinsic values and with fundamentals that are solid or improving.
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Investment Approach
- Invests in quality companies that temporarily trade below historic averages, peer groups and private market values
- Seeks to identify undervalued quality companies that possess an identifiable catalyst for value realization
- Favors companies that are trading at low price/earnings and price/cash flow multiples, possess strong balance sheets with solid cash positions and little or no long-term debt
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Why Consider This Fund?
- Employs a time-tested investment philosophy and process managed by an experienced, long-tenured portfolio management team committed to fundamental analysis
- Consistently applies a disciplined, rigorous investment process to uncover opportunities and reduce stock-specific and portfolio level risk
- Seeks to provide strong absolute and risk-adjusted performance
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