Smid Cap Research
Investment Objective
In our Smid Cap Research strategy, we seek capital appreciation by owning small and mid cap companies expected to generate above-average earnings growth in a concentrated U.S. equity portfolio. We seek to add alpha by leveraging the capabilities of the Frontier research team.
| Team Leaders: |
|
Michael A. Cavarretta, CFA , Christopher J. Scarpa and Peter G. Kuechle |
| Managers: |
|
Research Team |
| Inception: |
|
April 1, 2000 |
| Capitalization Emphasis: |
|
Small/Mid |
| Purchase Range: |
|
Within the small and mid cap universe |
| Assets (as of 3/31/10): |
|
$488 M |
| Vehicle(s): |
|
Separate Accounts and Limited Partnership |
| Minimum Investment: |
|
Separate Accounts $5M / Limited Partnership $500,000 |
|
