2024-07-16 04:09:00 ET
Summary
- TimesSquare Capital U.S. Small Cap Growth portfolio outperformed the Russell 2000® Growth Index in the second quarter.
- Our preferences in the Consumer-oriented sectors lean toward value-oriented or specialty retailers, franchise models, or premium brands.
- In the Financials sector, we tend to avoid banks that face credit deterioration or rising deposit costs, preferring either asset managers or specialized insurance companies.
Performance | ||||||
Annualized | ||||||
2Q24 | 1YR | 3YR | 5YR | 7YR | 10YR | |
U.S. Mid Cap Growth Composite (Gross) | -2.94% | 16.76% | 4.07% | 12.69% | 13.82% | 11.98% |
U.S. Mid Cap Growth Composite (Net) | -3.14% | 15.84% | 3.25% | 11.80% | 12.93% | 11.09% |
Russell Midcap® Growth Index | -3.21% | 15.05% | -0.08% | 9.92% | 11.68% | 10.51% |
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For further details see:
TimesSquare Capital U.S. Mid Cap Growth Q2 2024 Commentary