Mid Cap Growth Portfolio

The mid cap asset class is frequently overlooked with investors seeking small and large caps instead. But the mid cap space is often a leading performer of the markets. Navellier’s Mid Cap Growth Portfolio, launched in 1997, 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
  • Veteran portfolio manager, Michael Borgen, has managed the portfolio since its inception

Features

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