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SmallMid Core |
Philosophy
The Forward Management SmallMid Core investment philosophy is based upon the belief that superior investment results can be achieved by constructing a core portfolio of niche focused, small-and mid-cap companies.
Process
The investment team strives to achieve superior returns by selecting companies with positive current earnings and reasonable valuations. Typically, investments include companies focused on one business which routinely pay cash dividends.
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Quantitative screen to identify growth & value companies that meet specified hurdles, such as leverage and profitability |
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Qualitative review of eligible companies looking for niche dominance, high quality management teams and well defined growth strategies |
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Fundamental research on resulting universe to identify companies with strong financials and identifiable sustained competitive advantages |
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Construct concentrated, relatively sector neutral portfolio of growth & value companies and manage risk |
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SmallMid Core Fact Sheet
For portfolio details and performance, click here. |
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