The Mid Cap Core Concentrated Strategy employs fundamental analysis to identify the most attractive companies within each sector that possess improving outlooks, a high cash flow return on investment and quality management teams. The portfolio includes 55 to 65 stocks which are selected on the basis of sector and industry diversification with an emphasis on risk control.
To outperform the total return of the S&P 400 Index over a market cycle. The strategy seeks to maximize the portfolio’s excess return per unit of risk.
(312) 380-2951
dnesbitt@zieglercap.com
Benchmark: S&P 400
Inception Date: March 1, 2002