Concentrated Mid Cap Strategy

We seek to provide long-term growth of capital by investing in common stocks of mid capitalization companies. The benchmark is the Russell MidCap® Index.

Portfolio Managers

Daniel R. Coleman
Co-Head & Portfolio Manager
Joined Firm 2001
44 years experience

Toby Jayne, CFA
Portfolio Manager
Joined Firm 2015
25 years experience

Lauren Choi
Associate Portfolio Manager/Senior Investment Analyst
Joined Firm 2013
20 years experience