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
Co-Head & Portfolio Manager
Joined Firm 2001
43 years experience
Sarah Radecki, CFA
Co-Head & Portfolio Manager
Joined Firm 1999
27 years experience