U.S. Small/Mid Cap Growth

Our U.S. Small/Mid Cap Growth strategy seeks to outperform the Russell 2500TM Growth Index in a risk-controlled manner. Our team uses a unique bottom-up, fundamental research-intensive approach to identify small/mid cap growth stocks which we believe have the greatest potential to achieve price appreciation over a long-term horizon.

Portfolio Managers

Grant R. Babyak

Portfolio Manager

Tony Rosenthal, CFA

Portfolio Manager

Additional Information

Our U.S. Small/Mid Cap Growth strategy seeks to outperform the Russell 2500TM Growth Index in a risk-controlled manner. Our team uses a unique bottom-up, fundamental research-intensive approach to identify small/mid cap growth stocks which we believe have the greatest potential to achieve price appreciation over a long-term horizon.

Portfolio Managers

Grant R. Babyak

Portfolio Manager

Tony Rosenthal, CFA

Portfolio Manager

Additional Information