Intro

Quality is the foundation of the Johnson approach, and we seek to invest with companies making smart capital allocation decisions. The SMID Cap Core Equity strategy consists of quality small and midcap stocks with attractive valuations and positive fundamental momentum. To find stocks possessing these characteristics, the portfolio team uses a quantamental approach, combining fundamental, bottom-up research and proprietary quantitative analysis.
Decoration
The Johnson SMID Cap Core Equity strategy seeks to outperform the Russell 2500 Index over a full market cycle with less volatility by seeking out companies that exhibit a favorable combination of quality, valuation, and momentum characteristics.
Companies that exhibit favorable combinations of quality, valuation and momentum typically deliver stronger returns, better batting averages and lower risk over time.
A diversified portfolio of 70-90 small & midcap stocks is built through a disciplined quantitative process and rigorous fundamental analysis. With a focus on quality, the portfolio is expected to exhibit lower volatility than the Russell 2500 and outperform over a full market cycle.

Performance

Performance

Top Ten Holdings

Top Ten Holdings

Portfolio Sector Weightings

Portfolio Sector Weightings