• We've built a large, proprietary research database which we use to analyze fundamental information on 1,100 U.S. mid capitalization stocks.
• Our analysis excels at finding high growth stocks with earnings acceleration and positive change in Wall Street analysts' earnings expectations, which are currently trading below their fair market values.
• We select the 100 - 125 most attractive stocks predominantly between $2 billion and $12 billion in market capitalization.
• The portfolio remains fully invested and well-diversified, without any large stock or sector concentrations.
• We have rigorous sell disciplines and innovative trade execution strategies.

Best Performing Sectors for the First Quarter

Industrials, Consumer Staples, and Utilities.

Status

This product is currently open to new clients, with a $10 million minimum account size.

*All characteristics are medians, except for market cap which is a dollar-weighted median, as of March 31, 2012. The long-term growth rate is a five-year historical measure of company earnings; the short-term growth rate is current year consensus company earnings; the P/E ratio is share price as of 3/31 divided by earnings based on current year consensus company earnings forecast; positive earnings surprise is reported earnings above analysts' earnings estimates for the most recent quarterly reporting period.