Mid Cap
Portfolio Team
Interested in learning more about the brains behind Argent’s Mid Cap Strategy?
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 individuals: Separately managed accounts
Mid Cap Fact Sheet
Information as of March 31, 2023
ETF (see www.argentetfs.com)
Interested in learning more about the brains behind Argent’s Mid Cap Strategy?