Objective & Approach
|The objective of the Walden SMID Cap strategy is to generate competitive returns with less risk than the benchmark over full market cycles. This is an actively managed, broadly diversified strategy investing in reasonably valued stocks of higher quality companies with sustainable business models.
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.
|Asset Class||Small-Mid Cap Equity|
|Benchmark||Russell 2500™ Index|
|Inception Date||February 1, 2010|
|Vehicles||Separate accounts, mutual fund|
|Number of Holdings||Approximately 100|