Why Mid Cap Value Fund

Underfollowed Market Segment

  • Mid Cap stocks ($2B – $20B in Mkt. Cap.) are less frequently followed by Wall Street

Advantages over Large Cap

  • Large companies are generally slower growing, mature companies with relatively stable businesses
  • Typically higher earnings and revenue growth than larger companies
  • Nimble – ability to react to environment quickly (add to workforce, ramp up production, etc.)

Advantages over Small Cap

  • Typically less financial risk, and range of outcomes typically not as wide
  • Typically more mature and established business model
  • Proven management team that has navigated the small cap space

For informational purposes only. Not to be construed as investment advice.