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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