U.S. Mid Cap Equity
Why We're Different
- 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 90 - 110 most attractive stocks
predominantly between $2 billion and $10
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.
| Representative Portfolio
Characteristics (As of 12/31/2009)* |
| |
|
GlobeFlex
U.S.
Mid Cap Equity
|
Russell Midcap®
|
| |
Number of stocks |
109 |
773 |
| |
Market Capitalization |
$4.3 B |
$5.6 B |
| |
Superior Growth |
|
|
| |
Long-term
Growth Rate |
12% |
2% |
| |
Short-term
Growth Rate |
8% |
-3% |
| |
% of Companies
with Positive Earnings Surprise |
71% |
57% |
| |
Reasonable
Valuation |
|
|
| |
Current
P/E Ratio |
14x |
17x |
|
Best Performing Sectors for the Fourth Quarter
Materials, Information Technology, and Healthcare.
Status
This product is 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 December 31, 2009. 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 12/31 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.