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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