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BFG Small/Mid Cap Growth
The objective of the BFG Small/Mid Cap Growth portfolio is to achieve a return above that of the S&P 500 and Russell 2000 and to achieve this return objective with a portfolio that exhibits lower overall risk characteristics relative to the benchmarks.
What is Small Cap and Mid Cap?
Small Caps are stocks with a total market value of $500 million to $2 billion, and Mid Caps have a total market value of $2 billion to $10 billion.
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Benefits of Small & Mid Cap Stocks
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Huge growth potential
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Most mutual funds don’t invest in them
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They are often under-recognized
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Risks of Small & Mid Cap Stocks
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Can be more volatile
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More susceptible to economic pressures
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Why We Invest in Small Cap and Mid Cap
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Historically, small and mid cap stocks outperform the stock market as a whole. We believe that with proper research and active management, exceptional results may be realized, as long as investors are willing to ride out the short-term ups and downs. Our strategy holds a combination of small and mid cap stocks, with individual holdings diversified across a wide variety of industries and sectors. We do not invest in penny stocks.
Here are a few stocks held in this strategy...
Emergent BioSolutions Inc is a global biotechnology company that offers biopharmaceutical products to healthcare providers and governments. The company has two operating divisions: biodefense and biosciences.
Logitech International SA is a Switzerland-based provider of personal computer and mobile accessories for navigation, video communication and collaboration, smart home, and other applications.
Scotts Miracle-Gro is the largest provider of gardening and lawncare products in the United States. The majority of the company's sales are to large retailers that include Home Depot, Lowe's, and Walmart.
Trex Co Inc is a manufacturer of wooden alternative-decking products. The company offers outdoor products in the decking, railing, porch, fencing, trim, steel deck framing, and outdoor lighting categories.