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A Great Option for Mid-Cap Growth Exposure

A research-intensive focus and tenured team give us confidence in Jackson Square SMID-Cap Growth.


Linda Abu Mushrefova: For investors seeking mid-cap growth exposure, Jackson Square SMID-Cap Growth is a great option.

The team invests in a concentrated, high active share portfolio comprised of stocks that exhibit a strong management team, sustainable competitive advantage, and attractive valuation. They adopt a a long-term time horizon when assessing companies and require a conversation with management prior to investing in a name. Their goal is to identify names that can grow at a rate greater than their weighted average cost of capital and offer downside protection. In addition to a disciplined research process, a stable team is a plus.

Linda Abu Mushrefova does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.