Small / Mid Cap Core (Smid)
This portfolio consists of 30 to 40 small to mid-sized companies with a history of consistent profits, high returns on capital, strong balance sheets, and low reinvestment requirements that trade at reasonable valuations. Stocks in this portfolio typically range from $100 million to $5 billion in market capitalization. The goal of this portfolio is to outperform the Russell 2500 Index over a full market cycle (3 to 5 years).
This portfolio uses the same bottom-up fundamental analysis as the Large Cap Equity Portfolio by identifying companies with above average growth, competitive advantages, solid balance sheets, and strong management teams. The portfolio has a long-term focus and seeks capital appreciation over a three to five year holding period.
For more information about this Farr, Miller & Washington product, please call us at 800-390-3277, email us at invest@farrmiller.com , or for performance and our full disclosure presentation use the button below. Please be advised there is a minimum account requirement for management by Farr, Miller & Washington.
View Our Small / Mid Cap Performance (pdf)
