Mid Cap


Argent Capital’s® Mid Cap 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.

Our objective is to partner with quality companies and hold them forever.  We do this by identifying businesses that:

Exhibit above average profitability.

Generate above-average cash flow.

Have management teams that are good stewards of capital.

Vehicles offered for institutions:
Separately managed accounts Collective Investment Fund

Mid Cap Fact Sheets

Information as of June 30, 2023

Separately Managed Account

Collective Investment Fund

ETF (see

Mid Cap

Portfolio Team

Interested in learning more about the brains behind Argent’s Mid Cap Strategy?

Meet the Team