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Shenandoah Custom Midcap Strategy

A U.S. equity strategy that is currently managed versus the S&P MidCap 400® index. The methodology can be applied to any reasonable U.S. equity index. The majority of value added by the strategy is from stock selection. The ideal stock has:

  • Earnings growing faster than consensus expectations;
  • Strong cash flow to support continued earnings growth;
  • Corporate insiders are buying their own stock; and
  • The stock is under-valued.


The additional links at the left will take you to the specific product information as follows:

Peer: Peer Comparison of other managers utilizing the same benchmark.
Returns: Composite monthly returns.
Characteristics: Characteristics of the resulting portfolio.
Parameters: The restrictions and parameters applied in the investment process.

 

 

 

 

 

 

Sources
S&P MidCap 400® Index is a registered trademark of Standard & Poor's, a Division of The McGraw-Hill Companies, Inc.

Plan Sponsor Network (PSN) is a product of
Informa Investment Solutions
Global Industry Classification Standards (GICS®) are a registered trademark of Standard & Poors and MSCI BARRA
Portfolio characteristics compiled from data supplied by The Applied Finance Group, LTD.

 
 

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