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THE MISSING PIECE | MID CAPS

FOCUS ON THE LONG GAME

MID CAPS | What You’re Missing

Adaptability. Growth potential. Overlooked opportunity. Mid-cap stocks may be the missing piece to help solve for growth. We make the case for this often-underappreciated asset class.

THE MISSING PIECE | Mid Caps


Are you selecting the right long-term strategy for your investment portfolio? You may be missing out on mid-cap stocks.

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A CASE | For Mid Cap Equities


Mid-cap companies can provide opportunities to enhance portfolio returns with an attractive risk/return profile.


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WHAT'S HIDING | In The Cap Gap


Some investors think they have positions in mid-cap stocks but are missing key companies.


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GROWTH POTENTIAL | Mid Caps


Mid-caps can help investors gain an early position in stocks that might become tomorrow's blue chips.


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MEET | Our Mid-Cap Managers

Carillon Tower offers two compelling, complementary mid-cap options to investors seeking to improve their long game. Two of our active mid-cap managers expound on their teams’ independent philosophies and processes in these Q&A sessions.

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Eric Mintz

Q&A | With Eric Mintz, CFA

The positive risk-return characteristics of mid-cap stocks have been getting more attention from investors.

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Q&A | With Patrick Dunkerley, CFA

Pat Dunkerley, lead portfolio manager for the Scout Mid Cap Fund, explains why you need a mid-cap-only manager.

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Patrick Dunkerely

AIM | For the Middle

Why should investors consider mid-cap stocks as part of their portfolios? Explore some characteristics of this asset-class.

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Growth Potential

Despite investors’ affinity for high-flying small-cap stocks and blue-chip large-cap stocks, some mid-cap stocks have provided more favorable risk/return characteristics than their larger and smaller equity peers over time.

Consistency

Some mid-cap companies tend to be more financially stable than their small-cap counterparts since they have generally moved beyond the volatile start-up phase. As they mature, some of these firms may become as stable as larger-cap companies.

Performance

The growth potential of mid-cap stocks, coupled with increased stability when compared to small caps, helps to explain historic competitive performance. There is also evidence that mid- cap firms are less covered by analysts and under-owned by investors. Investors may want to consider exploring whether mid-cap stocks have a place in their portfolio.



Risk Considerations

Investing in mid-sized companies is based on the premise that relatively smaller companies will increase their earnings and grow into larger, more valuable companies. Historically, mid-cap stocks have experienced greater volatility than other equity asset classes, and they may be less liquid than larger cap stocks. Thus, relative to larger, more liquid stocks, investing in mid-cap stocks involves potentially greater volatility and risk. In addition, mid-cap stocks have experienced greater volatility than other classes of securities. Mid-cap stocks can also be less liquid than those of large companies, and illiquidity increases the potential for volatility. As with all equity investing, there is the risk that a company will not achieve its expected earnings results, or that an unexpected change in the market or within the company will occur, both of which may adversely affect investment results. The biggest risk of equity investing is that returns can fluctuate and investors can lose money.



©2018 Carillon Tower Advisers, Inc. All rights reserved. Carillon Tower Advisers is the trade name for Carillon Tower Advisers, Inc., an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Eagle Asset Management, Inc. and Scout Investments are registered investment advisers with the SEC. All third-party marks are the property of their respective owners.