Institutional Small-to-Mid Cap Growth Portfolio

Navellier’s Small-to-Mid Cap Growth Portfolio, launched in 1987, uses the firm’s time-tested, quantitative investment process.

This actively managed portfolio seeks inefficiently priced growth stocks with opportunities for long-term price appreciation.

Highlights

  • Disciplined investment process that uses quantitative and fundamental screens
  • Dynamic process that adapts to market changes
  • Portfolio managed to outperform the index rather than imitate it

Features

  • Invests in high quality, inefficiently priced U.S. stocks with growth potential
  • Diversification across sectors and industries
  • Investment in small and mid cap stocks

Overview

  • Identify companies with strong reward (alpha) / risk (standard deviation) ratios
  • Screen companies for superior fundamentals that explain their performance and support their future growth potential
  • Optimize the portfolio for diversification across sectors and industries

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Portfolio Managers

Louis Navellier
CHIEF INVESTMENT OFFICER

Mr. Navellier’s stock selection process focuses on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio.

Michael Garaventa
PORTFOLIO MANAGER

Mr. Garaventa manages the All Cap Core strategy and is a member of many portfolio management teams including, but not limited to the Large Cap Growth, Power Dividend, and Small-to-Mid Cap Growth management teams.

Michael Borgen
PORTFOLIO MANAGER

Mr. Borgen manages the Small Cap Growth Strategy, Mid Cap Growth Strategy, Large Cap Tactical Strategy, Covered Call Strategies as well as the Small-to-Mid Cap Growth strategy.

Performance results presented herein do not necessarily indicate future performance; investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Results presented include reinvestment of dividends and other earnings. None of the stock information, data and company information presented herein constitutes a recommendation by Navellier or a solicitation of any offer to buy or sell any securities.