Geneva U.S. SMID Cap Growth

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The strategy engages in fundamental analysis to identify high-quality companies with impressive management teams, low leverage and a consistent, sustainable record of growth. The strategy’s investment objective is to achieve long-term capital appreciation by investing in small- and medium-capitalization stocks. We believe investing in proven, high-quality companies can lead to competitive returns with below-average risk over the market cycle. The strategy utilizes a “bottom-up” fundamental analysis supplemented by a “top-down” consideration of economic conditions.

Investment Approach

    Concentrated, high-conviction portfolio with long-term growth focus

  1. The investment team utilizes a multifaceted approach which includes a bottom-up qualitative and quantitative assessment, supported by our top-down economic and investment outlook.
  2. Experienced team with time-tested investment philosophy

  3. Rather than operating as a star system in which one portfolio manager has final say, the team operates by consensus with all investment decisions being discussed as a team, while final decision-making responsibilities lie with the portfolio managers.
  4. Durability of concept

  5. Will not capitulate to transient market themes.

Featured Insights



(As of 03/31/2019)
(As of 04/30/2019)
Inception: Aug 01, 2017 3M YTD 1YR 3YR 5YR 10YR Since Inception
Composite Gross 15.30% 15.30% 10.48% - - - 16.61%
Composite Net 15.02% 15.02% 9.19% - - - 15.51%
Russell 2500™ Growth Index 18.99% 18.99% 7.54% 15.60% 9.72% 17.50% 12.81%
Inception: Aug 01, 2017 3M YTD 1YR 3YR 5YR 10YR Since Inception
Composite Gross 11.41% 20.33% 16.85% - - - 18.64%
Composite Net 11.11% 19.92% 15.66% - - - 17.51%
Russell 2500™ Growth Index 10.05% 23.15% 12.02% 16.56% 11.27% 16.28% 14.40%
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes, if any, and reflect the reinvestment of dividends and other earnings.
The gross performance results presented do not reflect the deduction of investment advisory fees and returns will be reduced by such advisory fees and other contractual expenses as described in the individual contract and Form ADV Part 2A.
Net performance results reflect the deduction of actual management fees charged to the accounts in the composite, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy shown.

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