SMID Cap Equity Strategy

Determined to uncover growing, undervalued companies with appreciable return potential in the SMID-cap universe

RHJ's SMID Cap Equity strategy seeks to uncover and capitalize on smaller, growing, undervalued companies that offer higher return potential, while adhering to disciplined risk controls. The SMID Cap portfolio is comprised of reasonably priced, less visible companies with unique business concepts or niche products that are ripe for growth. Bottom-up, fundamental stock selection process singles out companies with a market capitalization ranging between $1.5 billion to $12 billion.1

Facts

Inception Date: January 1, 1997
Benchmarks: Russell 2500 Growth Index
Russell 2500 Index
Management: Team-Managed
Avg. Composition: 35-45 Stocks

1 The selection universe is tied to the capitalization range of the Russell 2500 Index each year at the time of reconstitution.

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All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

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