Smid Cap Research
The Frontier Smid Research strategy seeks capital appreciation by owning companies expected to generate above-average earnings growth in a concentrated U.S. equity strategy. We seek to add alpha by leveraging the research capabilities of the Frontier research team and firm-wide focus on small and mid cap growth stocks.
Portfolio Managers
Michael A. Cavarretta, CFA and Peter G. Kuechle
Inception
April 1, 2000
Assets
$279 million (as of March 31, 2019)
Style
Growth at a Reasonable Price
Capitalization Range
Up to largest stock in the Russell Midcap® Growth®
(at time of initial purchase for the strategy)
Range of Holdings
Typically 40 stocks or less
Vehicles Offered
Separate Account (open); Limited Partnership (open)
The Frontier Smid Research strategy seeks capital appreciation by owning companies expected to generate above-average earnings growth in a concentrated U.S. equity strategy. We seek to add alpha by leveraging the research capabilities of the Frontier research team and firm-wide focus on small and mid cap growth stocks.
Portfolio Managers Michael A. Cavarretta, CFA and Peter G. Kuechle
Inception April 1, 2000
Assets $279 million (as of March 31, 2019)
Style Growth at a Reasonable Price
Capitalization Range Up to largest stock in the Russell Midcap® Growth® (at time of initial purchase for the strategy)
Range of Holdings Typically 40 stocks or less
Vehicles Offered Separate Account (open); Limited Partnership (open)