Mid-Cap Growth

OVERVIEW

Objective


The strategy seeks superior risk-adjusted returns by allocating capital to mid cap companies that demonstrate earnings growth at consistently high levels of profitability.

Strategy


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

Portfolio Management


Contact


Patrick Mullin, CFA

Managing Director

Tel: 781-875-3185
patrick@cppinvest.com

PORTFOLIO

Portfolio Guidelines


› 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


Top Ten Holdings

As of 9/30/2018


Sector Exposure

As of 9/30/2018

PERFORMANCE

Performance

As of 11/30/2018


Growth of $10,000 Since Inception

As of 11/30/2018


Standardized Returns (%)

As of 11/30/2018

DOCUMENTS

Documents


Fact Sheet

> Presentation

> Analytics

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