The HMS Global Mid Cap Growth Portfolio

This is an aggressive growth portfolio. The portfolio invests primarily in the common stocks of companies with $1 billion to $10 billion in market cap. It seeks to invest in companies that appear to offer superior opportunities for growth of capital. It may also hold cash or money market instruments. On average, the portfolio holds 40 companies, with no one investment exceeding 5% of the portfolio.  The portfolio invests primarily in U.S. securities, but it may invest in global security holdings as well.  This portfolio is appropriate for those investors seeking high rates of return and who are willing to accept a high level of volatility in order to achieve these potential returns.  It is more appropriate as a portion of an individual’s portfolio.


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The portfolio seeks to invest in companies with $1 billion to $10 billion in market cap that appear to offer superior opportunities for growth of capital.