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Stephens Small-Mid Cap Hybrid Growth Strategy

Stephens Small-Mid Cap Hybrid Growth Strategy

Stephens Investment Management Group, LLC is the investment adviser to the Stephens Small-Mid Cap Hybrid Growth Strategy. This strategy seeks long term growth of capital by investing primarily in small and mid-cap growth companies.

From our existing Small and Mid Cap Growth Strategies, we construct our portfolio utilizing only those companies that exhibit characteristics of both our Core Growth and Earnings Catalyst stocks within the same security. These “Hybrid" securities are unique. As a result, the portfolio is more concentrated than our other Strategies. Stock positions are equally weighted within the portfolio.

In addition, both small and mid-cap stocks can be a complement to an overall portfolio, offering strong diversification benefits while reducing capitalization concentration risk and offering the potential to maximize long-term returns. Of course, investing in small or mid-cap companies involves greater risk than investing in more established companies, and the prices of small or mid company stocks may be more volatile than those of larger company stocks.


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