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Columbus Circle Investors Institutional Investment Expertise


Mid Cap Portfolio

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Overview

CCI's Mid Cap Growth portfolios typically own stocks within the market capitalization range of the Russell Mid Cap Growth Index. As part of CCI’s longstanding investment discipline, the portfolio is constructed using the diversification tools listed below. The goal for this portfolio is to outperform the Russell Mid Cap Growth Index over a market cycle. Please see our Fact Sheet for information about performance returns.

CCI's objective is to have a diversified portfolio of positively surprising stocks:

  • Portfolios Typically Hold 45-60 Issues
  • Top Ten Holdings Represent 25-35%
  • Minimum Initial Investment 1%
  • Maximum Weight - 5%
  • Diversified by Sectors as well as Themes (a Group of Stocks Related By a Common Driver)
  • Diversified Across at Lease Eight Themes
  • Maximum Theme Exposure is 25%
  • Maximum Sector Exposure the greater of 25% or +10% over Index

These are general portfolio construction and risk management guidelines subject to the discretion of the investment manager and clients’ specific portfolio mandates. No assurance can be given that the investment objective of the portfolio will be achieved.
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