Small-to-Mid Growth

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.

Navellier Small-to-Mid Cap Growth Portfolio 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


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

Investment Process 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

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.