SMID Equity Income Strategy

We seek to provide a relatively high level of current income and long-term growth of income and capital by investing primarily in the common stocks of U.S. small and mid-cap companies. The benchmark is the Russell 2500® Value Index.

Portfolio Managers

Daniel R. Coleman
Chief Investment Officer/Portfolio Manager
Joined Firm 2001
43 years experience

Sarah Radecki, CFA
Portfolio Manager
Joined Firm 1999
27 years experience