Roxbury’s Mid-Cap Value strategy combines the stability and lower volatility of investing in high quality, dividend-paying equities with the potential for capital appreciation..

Our research team analyzes a broad universe of mid-cap companies, evaluating each holding on a number of criteria, including financial strength, earnings predictability, cash flow, and valuation.

We believe that a strong sell discipline is essential to successfully investing in mid-cap stocks. Companies are typically sold when they become overvalued, more attractive investments are identified, the dividend is reduced or eliminated, and/or the fundamentals have weakened

A client’s portfolio typically consists of 35 to 60 stocks with market capitalizations averaging below $10 billion. Individual positions are limited to 5% of the portfolio at cost.

For a more complete description of the Mid-Cap Value strategy’s investment approach, including the latest portfolio statistics, please download the most recent Fact Sheet .

Portfolio Managers and Analysts: Richard M. Graziadei, CFA, Alfred J. Lockwood, CPA, CFA, and Joshua J. Honeycutt, CFA