Fact Sheets as of September 30, 2023
Philosophy, Characteristics, Performance
ETF (see www.argentetfs.com)
Inception Dates: March 31, 2014
Vehicles: Separately Managed Account (SMA), Collective Investment Fund, ETF
Argent Capital’s Mid Cap Strategy invests in what we believe is an overlooked, undervalued area of the stock market. Our strategy uses a blend of quantitative and fundamental research to point the team toward the right companies in the right sectors, at the right time that we believe can thrive in an ever-changing world. These Enduring Businesses exhibit a durable competitive advantage, have positive and improving cash flow characteristics, and are run by management teams with a proven track record of value creation.
We start with an investment universe consisting of publicly-traded U.S. stocks with market capitalizations ranging from $1.5 to $20 billion. The remaining companies are screened by our proprietary quantitative tool, The Argent Alpha Model. The resulting portfolio is highly concentrated with 35-50 stocks and exhibits high active share and low turnover. The goal of the Mid Cap strategy is to outperform the Russell Midcap Index over the long term.
Click here to learn more about the Argent Alpha Model and our integrated blend of quantitative and fundamental analysis.