SMID Cap Portfolio

SMID Cap Portfolio

CCI’s SMID portfolios typically own stocks within the market capitalization range of the Russell 2500 Growth Index. The goal for this portfolio is to outperform the Russell 2500 Growth Index over a 3-5 year market cycle.  This strategy is offered through various vehicles such as institutional separate accounts and commingled funds (mutual fund).

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

Christopher T. Corbett, CFA | Managing Director/Portfolio Manager

Chris is a Managing Director and 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.

Michael Iacono, CFA, CPA | Senior Managing Director/Portfolio Manager, Mid Cap

Michael is a Senior Managing Director, 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.

Marc R. Shapiro | Senior Vice President/Co-Portfolio Manager, Mid Cap/SMID/Small Cap

Marc is a Senior Vice President, 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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