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
40 years experience

David W. Simpson, CFA
Portfolio Manager
Joined Firm 1993
33 years experience

Sarah Radecki, CFA
Associate Portfolio Manager
Joined Firm 1999
24 years experience