The fund seeks capital appreciation by investing in mid-size U.S. companies through various strategies, portfolios and investment styles.
Currently the fund provides exposures to following five strategies and managers.
Mid Cap Tax-Sensitive Core Strategy seeks to add value through opportunistically realize capital gains and/or losses but neither through active securities selection nor through index replication.
Mid Cap Growth Strategy primarily invests in companies that are expected to provide superior growth in revenues and earnings lifting their valuations higher in future.
Opportunistic Mid Cap Value Strategy invests in companies that are trading at discounts to their intrinsic values and stocks are likely to be revalued higher in the near future because of the presence of catalysts or events.
Boston Partners Mid Cap Value Strategy combines quantitative and qualitative research in identifying companies that are trading at attractive discounts but also have price momentum.
Geneva Mid Cap Growth Strategy conducts top down sector and industry research and identifies positive trends that are likely to benefit certain companies. Then with the help of fundamental research, the manager identifies market leaders benefitting or likely to benefit from the positive trend.