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
$324 million (as of September 30, 2017)

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                                 $324 million (as of September 30, 2017)

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)