Mid Cap Opportunites

If you are interested in learning more about mid cap stocks and our perspective of why we believe the mid cap universe is so attractive, please download a copy of our white paper, "The Case for Mid Cap Stocks."  Below is a very brief abstract of the paper.

The mid cap universe is fertile ground for stock picking

Larger universe than mega caps = More choice and more diversity
Business life cycle = "S" curve of life cycle
Special situations = Unique, ad hoc opportunities to realize value
Large cap constraints = It becomes extremely difficult for stocks to continue outperforming once they become large

Opportunities in mid caps can arise due to market-related inefficiencies

Information availability = Less is known about mid caps
Patterns in stock ownership = Retail preferences for large cap stocks