The strategy seeks superior risk-adjusted returns by allocating capital to mid cap companies that demonstrate earnings growth at consistently high levels of profitability.
The Crow Point Mid Cap Growth Strategy is sub-advised by Cold Creek Capital, Inc. whose investment team have spent a combined 50 years managing Small & Mid Cap Growth portfolios at some of the worlds most well respected asset management firms, including John Hancock Advisors, Congress Asset Management, and Baring Asset Management.
The Strategy can be accessed via SMA
› Typically 40 – 60 positions
› Maximum position size of 5%
› Top 10 positions generally 30% of portfolio
› Target active share > 90%
› Sector exposure not to exceed 150% of benchmark