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SMID Cap

Strategy

Argent Capital’s® SMID Cap Strategy uses a blend of quantitative and fundamental research to identify opportunities to purchase ownership stakes in better and enduring businesses that are undergoing positive internal or external change. We believe a better and enduring business exhibits above-average profitability, positive and improving cashflow characteristics and is run by a management team with a proven track record of value creation. We start with an investment universe of approximately 3,800 publicly-traded U.S. stocks with market capitalizations in the range of the Russell 2500® Index with market liquidity of more than $1 million. The resulting opportunity set for the investment of approximately 3,200 SMID Cap companies is then ranked by the Argent Alpha Model, a proprietary quantitative tool.  Companies that score in the top 30% of the Argent Alpha Model are candidates for fundamental analysis. Ultimately, we are looking for alignment between the output of the Argent Alpha Model and the fundamental research conducted by our team. The goal of the SMID Cap strategy is to outperform The Russell 2500® 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 positive and improving cash flows.

Have management teams with a proven track record of value creation.

Vehicles offered for individuals: Separately managed accounts

SMID Cap Fact Sheet

Information as of June 30, 2022

Separately Managed Account

 

 

SMID Cap

Portfolio Team


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

Meet the Team
 

Get to Know the Argent Team

We have an experienced and dedicated team with a variety of areas of expertise. We all work with the same goal in mind-create the best possible experience for our clients.

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Our Philosophy & Process

Argent’s Change-Based Investing strategies construct high conviction portfolios designed to maximize opportunities to benefit our clients.

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Start Your Career with Argent Capital

Argent Capital is an organization that believes our company is only as great as our people. Our employees value our culture, which emphasizes hard work, while having fun.

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