Mid Cap Value

Mid Cap Value 2017-05-22T12:18:04+00:00

Investment Objective

The NV Mid strategy, measured against the Frank Russell Mid Cap Value Index, seeks to return 2-4% gross excess above that benchmark.


Benchmark

Frank Russell Mid Cap Value Index


Key Strengths

  • The fundamental equity valuation insights from Denali Advisors published and unpublished research
  • A time varying factor forecast designed to capture investment themes
  • Our portfolio teams track record of special situations stock position management

Related Documents

Fact Sheet        
Quarterly Update (350 K)
Research Review (350 K)

NV Mid

Investment Philosophy

Systematically identify investor themes and anchoring to stock’s value from intrinsic and network value, in order to build risk controlled portfolios that outperform in multiple market environments.


Key Data
Excess Return Objective* 2-4%, Gross of fees
Tracking Error Objective* 4-6%
Typical Market Capitalization      $1-$15 Billion
Approximate Holdings 60-100


For performance, fees, and other information, please contact Bob Snigaroff , President and CIO or call (858) 558-3600