Mid Cap Portfolio

Mid Cap Portfolio

CCI’s Mid Cap Growth portfolios typically own stocks within the market capitalization range of the Russell Mid Cap Growth Index. The goal for this portfolio is to outperform the Russell MidCap Growth Index over a 3-5 year market cycle. This strategy is offered through various vehicles such as institutional separate accounts, SMA and model delivery.

The Mid Cap team consists of one Portfolio Manager with the support of two Co-Portfolio Managers and four Securities Analysts with an average tenure of over 17 years.

Michael Iacono, CFA, CPA | Portfolio Manager

Michael is a Portfolio Manager at Columbus Circle Investors, an investment boutique within Principal Global Investors. He is lead portfolio manager for the Mid Cap and co-portfolio manager for the SMID and Small Cap equity growth strategies. Michael joined CCI in 1997, where, prior to becoming Portfolio Manager, he held the positions of Research Associate, Securities Analyst, and Senior Securities Analyst.  He previously worked at Arthur Andersen, L.L.P. as a Senior Audit and Business Advisor. Michael graduated summa cum laude with a bachelor’s degree in accounting from Boston College’s Carroll School of Management Honors program. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of New York. He is also a Certified Public Accountant.

Christopher T. Corbett, CFA | Portfolio Manager

Chris is a Portfolio Manager at Columbus Circle Investors, an investment boutique within Principal Global Investors.  In his current role, Chris is the lead portfolio manager for the firm’s SMID and Small Cap  equity growth strategies and also serves as co-portfolio manager for the Mid Cap equity growth product.  Chris joined CCI in 2006 and prior to becoming Portfolio Manager, he held the positions of Co-Portfolio Manager and Senior Securities Analyst.  Prior to this, he was an Associate Analyst for Banc of America.  Chris received his MBA in Finance and Management and bachelor’s degree in Accounting from the University of Notre Dame.  He has earned the right to use the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.

Marc R. Shapiro | Co-Portfolio Manager

Marc is a Co- Portfolio Manager at Columbus Circle Investors, an investment boutique within Principal Global Investors. He is responsible for co-managing CCI’s Mid Cap, SMID, and Small Cap growth strategies and providing research coverage for a variety of sectors including Technology, Healthcare, Financials and Energy. Marc joined CCI in 2004 as a Research Associate. He was promoted to Senior Securities Analyst in 2015, and became a Co-Portfolio Manager in 2020. He received his bachelor’s degree in Finance and Marketing from Emory University.

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