What Is It?

• Moderately diversified with 40-60 stocks
• Market capitalization at purchase of $1-25 billion
• Strict momentum approach that seeks to purchase stocks early on in a period of outperformance

Why Now?

• SMID stocks are generally under-followed by most investors due to a lack of information to identify potential winners early
• SMID stocks may represent an opportunity to outperform due to their valuations versus their large-cap peers
• Strategic exposure to this market cap spectrum may provide a boost to total return opportunities

Who Should Invest?

• Investors with a long-term time horizon with a goal of maximizing growth
• Investors comfortable with a higher degree of volatility in their profile
• Investors maximizing wealth for the next generation

Who Shouldn't Invest?

• Investors looking for lower volatility in their stock portfolio
• Investors preferring current income over growth
• Investors looking to achieve capital preservation as their primary investment goal