Portfolios

Focused Small/Mid Cap Growth Specialists

One Team....One Investment Approach
 
 

Portfolio Guidelines

Small Cap Growth

SMid Cap Growth

Capitalization Range at initial purchase Within the range of a rolling 3-year average of the benchmark
Number of Holdings 45-50 40-60
Primary Benchmark Russell 2000 Growth Russell 2500 Growth
Strategy Inception Date 12/31/1998 1/21/2014
Investment Vehicle Separate Account, Mutual Fund, CIF Separate Account, Mutual Fund
Availability Limited Open - $2 Billion Plus Capacity