Mid Cap Core Concentrated

Overview

The Mid Cap Core Concentrated Strategy employs fundamental analysis to identify the most attractive companies within each sector that possess improving outlooks, a high cash flow return on investment and quality management teams. The portfolio includes 55 to 65 stocks which are selected on the basis of sector and industry diversification with an emphasis on risk control.

Objective

To outperform the total return of the S&P Index over a market cycle. The strategy seeks to maximize the portfolio’s excess return per unit of risk.

Portfolio Management

Christian Greiner, CFA

Senior Portfolio Manager

Donald Nesbitt, CFA

Chief Investment Officer — ZCM Equity Group, Senior Portfolio Manager

Mark Burka, CFA

Senior Portfolio Manager
Snapshot

Benchmark: S&P 400
Inception Date: March 1, 2002
Investment Team: ZCM Equity 

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