Separately Managed Accounts

Mid Cap Growth

Advisory Research provides access to institutional-caliber investment management with specialized expertise in targeted asset classes. 

We offer a wide range of strategies across the asset spectrum, paying close attention to downside protection and the pursuit of attractive risk-adjusted returns.

Investment Strategy

The Mid Cap Growth strategy seeks to provide long-term capital appreciation and performance superior to that of its benchmark, the Russell Midcap Growth Index, by investing primarily in mid cap companies that are experiencing or are positioned to experience above-average earnings growth.

Key Facts

Market Cap Range: Generally within the range of the Russell Midcap Growth Index
Inception Date: October 1, 2005
Investment Vehicles: Separately Managed Account

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