WebBenefits & Risks . This fund seeks long-term growth of capital through a broadly diversified portfolio of small- and mid-cap U.S. stocks. Because the fund invests primarily in securities issued by small-and mid-cap companies, it is likely to be more volatile than a fund that focuses on securities issued by larger companies. Webhome about us strategies news contact about us strategies news contact
Small/Mid Cap Core Select UMA EARNEST Partners, …
WebEARNEST Partners is a fundamental, bottom-up investment manager. The Firm’s investment objective is to outperform the benchmark while controlling volatility and risk. EARNEST Partners implements this philosophy using a screen developed in-house called Return Pattern Recognition®, thorough fundamental analysis, and risk management that … Webassigned benchmark over a full market cycle, net-of-fees.The Earnest Partners Mid Cap Core in the Morgan Stanley Select UMA program was Style: US Small Cap Sub-Style: Blend Focus Firm AUM: $6.6 billion^ Firm Strategy AUM: $552.0 million TARGET PORTFOLIO CHARACTERISTICS Number of security holdings: 40 to 70 highway 14 water commission
EARNEST Small Cap Core — Overview Edgefolio
WebApr 10, 2024 · EARNEST PARTNERS SMID CAP CORE FUND 1 CLASS- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical … WebEARNEST Partners is a fundamental, bottom-up investment manager. The Firm’s investment objective is to outperform the benchmark while controlling volatility and risk. EARNEST Partners implements this philosophy using a screen developed in-house called Return Pattern Recognition®, thorough fundamental analysis, and risk management that … WebJan 31, 2024 · EARNEST Partners is a fundamental, bottom-up investment manager. The Firm’s investment objective is to outperform the benchmark while controlling volatility and risk. EARNEST Partners implements this philosophy using a screen developed in-house called Return Pattern Recognition®, thorough fundamental analysis, and risk … small soft cat carrier