Stock Services

Mid Cap Growth

Overview

Investment Philosophy

WaCap’s Mid Cap Growth Equity investment philosophy is based on the belief that fundamentally strong companies with long-term, sustainable, high growth potential will outperform the market over time.

Investment Approach

The universe of stocks for our Mid Cap Growth Equity strategy is tightly defined and includes all companies with U.S. operations that fall within the market capitalization range of the Russell Midcap Growth Index (generally $2 billion to $20 billion). WaCap’s Mid Cap Growth Equity seeks to add value relative to the benchmark by overweighting those stocks we feel are undervalued relative to their growth potential, while underweighting stocks we feel are overvalued relative to their growth potential. We also seek to invest in stocks that we believe have the potential to improve or accelerate their rate of growth, and companies with longer term sustainable growth potential.

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Overview

Investment Philosophy

WaCap’s Mid Cap Growth Equity investment philosophy is based on the belief that fundamentally strong companies with long-term, sustainable, high growth potential will outperform the market over time.

Investment Approach

The universe of stocks for our Mid Cap Growth Equity strategy is tightly defined and includes all companies with U.S. operations that fall within the market capitalization range of the Russell Midcap Growth Index (generally $2 billion to $20 billion). WaCap’s Mid Cap Growth Equity seeks to add value relative to the benchmark by overweighting those stocks we feel are undervalued relative to their growth potential, while underweighting stocks we feel are overvalued relative to their growth potential. We also seek to invest in stocks that we believe have the potential to improve or accelerate their rate of growth, and companies with longer term sustainable growth potential.

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Investment Process

Overview

WaCap’s Mid Cap Growth Equity investment strategy combines top-down sector and industry analysis with rigorous and independent bottom-up security analysis. Our top-down process identifies sectors that we expect to outperform the broader market based on global trends, sector-specific risk/reward parameters and macro-economic conditions. We look to add securities in sectors expected to outperform and reduced exposure to sectors expected to underperform. Utilizing securities found based on our sector research, our bottom-up security research is focused on assessing portfolio candidates based on three specific attributes: financial position, strategic business prospects and the quality of the management team.

Top-Down Analysis

Washington Capital’s capital investment team plays a central role in formulating our top-down analysis. WaCap uses third party economic research providers and broader macro data to formulate an opinion on the economic trajectory of our domestic economy as well as the global economy. This combined with industry level commentary from WaCap’s credit analysts and market data from WaCap’s quantitative analyst are used by to identify the sectors and industries we feel are most likely to outperform.

Bottom-Up Analysis

Following our top-down assessment, we look to identify individual securities within our targeted sectors or industries. We apply thorough, independent research to all portfolio candidates, as great sector or industry trends do not always equally apply to all stocks. Our bottom-up security research is focused on assessing portfolio candidates from three specific perspectives: their financial position, their strategic business prospects and the quality of their management team. Companies that rate strongly in these categories are then valued relative to their growth potential.

Overview

WaCap’s Mid Cap Growth Equity investment strategy combines top-down sector and industry analysis with rigorous and independent bottom-up security analysis. Our top-down process identifies sectors that we expect to outperform the broader market based on global trends, sector-specific risk/reward parameters and macro-economic conditions. We look to add securities in sectors expected to outperform and reduced exposure to sectors expected to underperform. Utilizing securities found based on our sector research, our bottom-up security research is focused on assessing portfolio candidates based on three specific attributes: financial position, strategic business prospects and the quality of the management team.

Top-Down Analysis

Washington Capital’s capital investment team plays a central role in formulating our top-down analysis. WaCap uses third party economic research providers and broader macro data to formulate an opinion on the economic trajectory of our domestic economy as well as the global economy. This combined with industry level commentary from WaCap’s credit analysts and market data from WaCap’s quantitative analyst are used by to identify the sectors and industries we feel are most likely to outperform.

Bottom-Up Analysis

Following our top-down assessment, we look to identify individual securities within our targeted sectors or industries. We apply thorough, independent research to all portfolio candidates, as great sector or industry trends do not always equally apply to all stocks. Our bottom-up security research is focused on assessing portfolio candidates from three specific perspectives: their financial position, their strategic business prospects and the quality of their management team. Companies that rate strongly in these categories are then valued relative to their growth potential.

Getting Started

Prospective investors can contact Washington Capital by selecting the link below.