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Portfolio Managers:
John D. Wylie, view profile
Tina Jacobsen, CFA view profile
Tom Lavia, CFA view profile
Objective
The Small-Mid Cap Growth strategy invests with the objective of long-term growth of capital. 70-80 equities are selected from a universe of small to mid cap U.S. companies.
Investment Philosophy & Process
Harlingwood believes earnings drive stock prices. The goal of the bottom-up investment process is early identification of companies that are positioned to experience accelerating growth fundamentals. The Small-Mid Cap Growth Strategy identifies companies that possess the following characteristics:
- Improving Growth Fundamentals.
- Well Positioned Product(s) and Excellent Management Team.
- Attractive Technical and Valuation Characteristics.
The investment process identifies positive inflection points in companies through the early discovery of catalysts that lead to sales acceleration and ultimately earnings acceleration. Product differentiation is reviewed to discover gains in market share or increases in production. An understanding of the depth and experience of key management and personnel is another factor in the process.
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| Harlingwood Capital Management is registered with the SEC under the Investment Advisors Act of 1940. All information provided herein is general in nature. Nothing on this page constitutes an offer to sell securities, provide investment services of any description, nor constitutes investment or legal advice.
All information is provided for informational purposes only and should not be deemed as a recommendation to buy the securities mentioned. The above information represents the ten largest holdings, by principal amount (par), of the Small-Mid Cap Growth strategy as of 6/30/07. Each quarter, Harlingwood Capital Management uses this same objective, nonperformance based criteria to report the ten largest holdings in the Small-Mid Cap Growth model.
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