We seek long-term growth of capital by investing in mid capitalization growth companies we believe are high quality and have attractive business models.
The US Mid Cap Growth Equity strategy seeks innovative and unique companies, which we believe are GDP share winners. The strategy primarily invests in 50-70 mid-sized quality companies with superior long term growth prospects based upon their dominant market share position in an attractive industry.
- Bottom-up stock selection
- Macro-economic and thematic view may influence stock selection
- Long-term investment horizon
- Utilize high-conviction internal analyst recommendations
- Leverage insights from GE’s Global Network
The Mid Cap Growth Equity team incorporates a highly disciplined, fundamental, research driven, bottom-up approach to investment decision-making, which leverages the network of GE resources. The team begins with a universe of stocks (Russell Mid Cap Growth Index as well as certain out-of-benchmark companies) with a market capitalization of $500 million - $13 billion. This list is further refined by screening for firms with financial strength, attractive business models and high sales and earnings growth potential. The Mid Cap Growth Equity team then conducts in-depth fundamental research to hone in on those companies that are competitively positioned within a growth industry and that have a strong management team. The result is a well-diversified portfolio of typically 50-70 stocks of quality companies, which represent the team’s highest conviction ideas for growth. On an ongoing basis, the team conducts due diligence on existing holdings, which includes: detailed fundamental company analysis, industry competitive analysis, meetings with company management and a comprehensive valuation review.
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