SMID Cap

Objective & Approach 

The objective of the Walden SMID Cap strategy is to outperform the Russell 2500 Index with less risk over a full market cycle. The portfolio invests primarily in small-to-mid capitalization companies that offer innovative products and services in above average growth markets. The portfolios are broadly diversified and possess portfolio characteristics superior to the small-to-mid cap equity market. 

In addition to traditional financial analysis, Walden evaluates companies on their environmental, social and corporate governance (ESG) performance. We evaluate practices relative to peers, improvement over time, management systems, and accountability through public reporting and responsiveness to shareholders. Walden advocates for improvements in portfolio company ESG practices through dialogues, meetings and shareholder resolutions. Walden’s ESG engagement activities focus on areas that help better position companies in a competitive marketplace.
 
Strategy Information
Asset Class Small-Mid Cap 
Benchmark  Russell 2500 Index 
Inception Date  February 1, 2010 
Vehicles  Separate accounts, mutual fund 
Number of Holdings  Approximately 100