Small/Mid Cap Growth

Objective

The Torray Small/Mid Cap Growth (SMID Growth) Strategy seeks to deliver attractive risk-adjusted returns with lower levels of overall market and portfolio risk over a five-year investment horizon.

Strategy

SMID Growth uses our battle-tested, risk-managed approach to build a concentrated portfolio of small- and mid-cap businesses with consistent, profitable growth, strong balance sheets, and shareholder-oriented management.

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Role In A Diversified Portfolio

SMID Growth offers an attractive alternative to allocating client assets across small- and mid-cap stocks. The benefits of combining the two into a single asset class (SMID-cap) include greater diversification, reduced volatility, and potential long-term outperformance.