Mid Cap Growth

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Strategy Highlights

  • The Mid Cap Growth Strategy is benchmarked to the Russell Midcap® Growth index.
  • Companies in the portfolio typically have a growing investment base with strong or improving cash flows.
  • The Portfolio Manager seeks companies, that in his opinion, have a sustainable competitive advantage, intrinsic value in excess of the market and a favorable macro environment.
  • Portfolios generally demonstrate a higher level of cash-flow return on investment and a greater spread to the cost of capital than the Russell Midcap® Growth Index.
  • Portfolios are actively managed using a bottom-up investment approach and the Portfolio Manager does not attempt to time the market, generally holding less than 5% cash.
  • The Portfolio Manager’s approach seeks to balance the risk/reward aspect of investing through portfolio construction, monitoring and diversification. Portfolios hold between 55-90 stocks with no one stock typically exceeding 5%.


source site To outperform the Russell Midcap® Growth index by identifying mid cap companies with a growing asset base and a stable or growing return on invested capital. We seek to identify these companies at valuation levels that allow for significant price appreciation.

Mid Cap Growth | Annualized Returns as of 3/31/2016

Quarterly Fact Sheet

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see url Although the statements of fact and data in this report have been obtained from, and are based upon, sources that the Firm believes to be reliable, we do not guarantee their accuracy, and any such information may be incomplete or condensed. All opinions included in this report constitute the Firm’s judgment as of the date of this report and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. A complete list of all securities recommended by KCM in the preceding year, a full compliant composite disclosure presentation, and the list of composite descriptions are available upon request from KCM at 10829 Olive Blvd., Suite 100. St. Louis, MO, 63141.

acquistare viagra generico pagamento online a Roma Kennedy Capital Management, Inc. (“KCM”) is a Missouri corporation registered as an investment adviser with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration with the SEC does not imply any level of skill or training. Clients of the Firm include U.S. corporations, pension and profit sharing funds, colleges and universities, trusts, not-for-profit organizations, foundations, and individuals. KCM claims compliance with the Global Investment Performance Standards (GIPS®).

source The Mid Cap Growth Composite contains fully discretionary mid cap growth accounts that are invested in mid cap growth companies that generally demonstrate a growing market share, a return on capital in excess of costs of capital, and are reinvesting cash in the business. Selected companies normally trade at a discount to the value of their projected cash flows. The U.S. Dollar is the currency used to express performance.

can accutane cause kidney tumors Performance returns presented Gross of Fees do not reflect the deduction of investment advisory fees. A client’s return will be reduced by the advisory fees as described in the Form ADV Part 2A and other expenses incurred by the account. For example, an annual advisory fee of 1% compounded quarterly over 10 years will reduce a gross 14.44% annual return to a net 13.24% annual return. Form ADV Part 2A is available upon request. The GIPS® are a set of standardized, industry-wide ethical principles that provide investment firms with guidance on calculating and reporting their investment results to prospective clients to ensure fair representation and full disclosure of an investment firm’s performance history. Past performance is not indicative of future results.

The performance figures reported herein are unaudited, may be based upon information obtained via electronic data sources (“feeds”) and may be subject to change. Data feeds from many of KCM clients’ selected custodians are obtained through a third party, and are used to compare custodial data to KCM’s client account records as frequently as daily. Monthly, KCM reviews clients’ account holdings along with cash and share quantities against the custodial statements. In some instances, variances may exist between final audited custodial information and the information KCM obtains via such data feeds. All variances are typically reconciled to the applicable account no later than each month-end.

Composite specific data provided within this presentation has been calculated from accounts that are discretionary as defined in this paragraph. The assets shown are derived only from discretionary accounts. Non-discretionary accounts, as defined by KCM, are accounts that are not included in the composite due to one or any combination of the following criteria: there were significant cash inflows or outflows within the account; the account’s asset level did not meet the minimum requirement to remain in the composite; the account assets are managed by others using our non-discretionary model. The temporary removal of such an account occurs at the beginning of the month and the account re-enters the composite the month after the criteria has been met.

Russell Investment Group is the source and owner of the Russell Index data contained or reflected in this material and all trademarks and copyrights related thereto. The presentation may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a presentation of Kennedy Capital Management, Inc. Russell Investment Group is not responsible for the formatting or configuration of this material or for any inaccuracy in Kennedy Capital Management’s presentation thereof.

The Russell Midcap® Growth Index measures the performance of the mid-cap growth segment of the U.S. equity universe. It includes those Russell Midcap Index companies with higher price-to-book ratios and higher forecasted growth values. The Russell Midcap Growth Index is constructed to provide a comprehensive and unbiased barometer of the mid-cap growth market. The Index is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true mid-cap growth market.

The Russell Midcap® Growth Index is used as the benchmark. The Index is unmanaged and represents total returns including reinvestment of dividends. The benchmark is used for comparative purposes only and generally reflects the comparable risk or investment style of the Firm’s strategy. The investment portfolios underlying the Index are different from the investments in the portfolios managed by the Firm. Certain accounts may also use other benchmarks not listed in the Annual Disclosure Presentation. The Composite Disclosure Presentation does not cover the benchmark returns included in the Annual Disclosure Presentation.

John Rackers

Portfolio Manager

quanto costa Viagra generico online a Venezia JOHN RACKERS, is the Portfolio Manager of the Small Cap Growth, SMID Cap Growth, and Mid Cap Growth strategies. Mr. Rackers began his investment career in 1991 and joined KCM in May 2012.  In 2007, prior to joining KCM, John was a senior portfolio manager at Missouri Valley Partners, a subsidiary of Stifel Financial Corporation.  In 2003, Mr. Rackers co-founded Pearl Street Capital Group as the managing partner and portfolio manager.  John received a B.S.B.A. degree from the University of Missouri - Columbia and an M.B.A. from the University of Notre Dame. Mr. Rackers has also passed the Uniform Investment Adviser Law examination.

Chad Hoffman

Assistant Portfolio Manager, Research Analyst

http://cinziamazzamakeup.com/?x=comprare-levitra-senza-ricetta-Sardegna CHAD HOFFMAN, is the Assistant Portfolio Manager for the Small Cap Growth, SMID Cap Growth, and Mid Cap Growth strategies. Mr. Hoffman also serves as a Research Analyst at KCM, responsible for selecting and monitoring securities within the information technology sector of KCM’s universe. Chad joined Kennedy Capital in May 2012.  Mr. Hoffman began his investment career in 1998, and prior to joining KCM he worked as an equity research analyst for 8 years and as an analyst and co-portfolio manager on Small Cap Growth for an additional 3 years at Missouri Valley Partners, a subsidiary of Stifel Financial Corporation.  Chad received a B.S., summa cum laude, in Business Administration with a concentration in Finance from Saint Louis University and has passed the Uniform Investment Adviser Law examination.

Garrett Brinton

Equity Trader

see GARRETT BRINTON, is the principal Equity Trader for the Micro Cap, Small Cap Growth, SMID Cap Growth, and Mid Cap Growth strategies. Prior to joining KCM in 2016, Mr. Brinton was a Portfolio Manager Associate with Commerce Trust Company for two years.  Before joining Commerce Trust, Garrett was a Corporate Banking and Financial Credit Analyst at Commerce Bank, Inc.  Mr. Brinton earned his B.S.B.A. from the University of Missouri - Columbia with an emphasis in Finance and Banking along with an emphasis in Real Estate.