This low-cost fund seeks to track a benchmark of large- and mid-capitalization
stocks that have been screened for social, human rights, and environmental criteria.
3 billion in assets under management as a result of its strong reputation as an investment advisory firm and the success of its two domestic equity strategies in small and small- to mid-capitalization
small and mid-capitalization
equities and also opportunistically invests across the capital structure in corporate credit securities.
He also recommended, and the board approved, giving the investment managers additional flexibility to sell off some international and small- and mid-capitalization
company mutual funds and increase the holdings in bonds and cash in the portfolio.
The percentage is believed to be far lower among small- and mid-capitalization
The March 1995 leveraged recapitalization, which transformed QFC from a debt-free mid-capitalization
company to a high-leverage micro-capitalization, causing inevitable institutional investor fallout.
Stephens specializes in domestic equity investment management, with a focus on small- and mid-capitalization
The fund seeks to capture compound earnings growth over time, and will generally focus its investments in small-capitalization and mid-capitalization
The Firms Research teams also stood out for their macro and strategy analysis in Economics, Credit, Currency & Rates, Equity Strategy, Small- & Mid-capitalization
Stocks and Quantitative Research.