What’s the strategy?
The U.S. Mid Cap (London Capital) portfolio strategy invests mainly in small to mid-cap U.S. publicly-traded companies with above-average growth potential to achieve long-term capital appreciation.
The portfolio managers pursue a proprietary and systematic approach, benefiting from quantitative-driven analysis to identify stocks with the most attractive combination of attributes. The portfolio manager seeks the flexibility of a small- or mid-cap company (ranging in size between US$1 and US$10 billion in market capitalization) to adapt to changing economic conditions, and a competitive product or service advantage relative to industry peers. Fundamental factor-analysis underpins stock selection and portfolio construction to isolate and capitalize on key drivers of market performance.
It’s a systematic method designed to deliver strong, long-term, risk-adjusted returns through a transparent and repeatable process.
Why invest in this portfolio strategy?
Ideal for investors seeking to diversify their U.S. equity holdings with a portfolio of mid-sized U.S. companies.
This portfolio can be an excellent diversifier from other core and large-cap U.S. portfolio strategies, and tends to hold stocks not typically held within large-cap U.S. portfolios.
It offers a portfolio of companies with higher growth potential and the opportunity to participate in strong price appreciation at earlier stages of the investment lifecycle.
Mid-cap companies tend to have smaller overseas exposure than their large-cap peers, allowing them to perform better when the U.S. economy is outperforming its global peers.
The portfolio is well diversified across sectors. In addition to offering a portfolio with a smaller average cap size than the broad market, typical portfolio characteristics include stronger growth and growth momentum metrics than the broad U.S. market index, the S&P 500 Index.
Data for institutional investors
Brenda is the lead portfolio manager of the London Capital U.S. Mid Cap equity portfolio and co-manages the London Capital U.S. Equity mandate. She’s also a member of the GLC Asset Mix Committee. She joined the GWLIM equity team in 1998.
Brenda is a CFA charterholder and earned an honours bachelor of commerce degree from the University of Manitoba. She also holds a Chartered Market Technician designation.
Portfolio attributes and rates of return reflect the portfolio strategy used by the London Life segregated fund shelf.
Past performance is no guarantee of future results.
There is no guarantee that investment objectives, or risk or return targets discussed in this material will be achieved. No part of this material may be reproduced or redistributed in any form without express written permission of GLC Asset Management Group Ltd. The data provided is for information purposes only. This material is not intended to be read in isolation and may not provide a full explanation of all the topics that are presented and discussed. Information contained in this material has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. Furthermore, there can be no assurance that any trends described in this material will continue or that forecasts will occur; economic and market conditions change frequently. This material should not be considered a recommendation or offer to purchase or sell any particular investment.