STOCKS & BONDS
Mid Cap Equity Fund
To provide long term capital appreciation.
Who Can Invest
Any family member through Sedgwick Street Fund, LLC.
Who Might Want to Invest
An investor who:
- Is looking for consistent performance, and is willing to accept less upside return in years when the market indices are performing well in return for more downside protection in years when the market indices are performing poorly.
Strategy and Fund Description
The Mid Cap Equity Fund is not modeled on any index. The objective of the Fund is to simply “pick good stocks.” The Mid Cap Equity Fund will invest in a concentrated portfolio of equities identified as being leaders in their industries with high barriers to entry in the small to mid-cap equity space. This fund is designed for investors requiring no current income and desiring an investment approach that focuses on total return within a concentrated position of stocks.
The portfolio of 25-30 small and mid cap value stocks is managed by Select Equity Group, Inc., located in New York. SEG performs extensive research on each company whose securities they own, looking for market leaders within industries with high barriers to entry (i.e., almost irreplaceable). Once a company is approved for investment, SEG waits for the stock to trade at a favorable price.
TOP 5 holdings
- Ceridian HCM Holding Inc
- Morningstar Inc
- Martin Marietta Materials Inc
- Brown & Brown Inc
- CDW Corp