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Columbus Circle Investors Institutional Investment Expertise


Mid Cap Portfolio

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Overview Portfolio Manager Fact Sheet

CCI's Mid Cap Growth portfolios invest primarily in common stocks with a focus on those companies with a market capitalization ranging from $1 billion to $10 billion. The portfolio is assembled using strict diversification rules and CCI relies on its investment discipline for its outperformance. The goal for this portfolio is to outperform the Russell Mid Cap Growth Index as well as the S&P Mid Cap Index over a market cycle.

CCI's objective is to have a diversified portfolio of positively surprising stocks:

  • Portfolios Typically Hold 45 to 55 Issues
  • Top Ten Holdings Represent 25-35%
  • Minimum Initial Investment 1%
  • Maximum Holding Size 5%
  • Diversify into a Minimum of Eight Themes
  • Maximum Sector Exposure the greater of 25% or +10% over Index
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