You are currently viewing the United States website Institutional website. You can change your location here or visit other RBC GAM websites.

Welcome to the RBC Global Asset Management site for Institutional Investors

In order to proceed to the site, please accept our Terms & Conditions.

This RBC Global Asset Management (U.S.) Website is intended for institutional investors only.

For purposes of this Website, the term "Institutional" includes but is not limited to sophisticated non-retail investors such as investment companies, banks, insurance companies, investment advisers, plan sponsors, endowments, government entities, high net worth individuals and those acting on behalf of institutional investors. The Website contains information, material and content about RBC Global Asset Management (collectively, the “Information”).

The Website and the Information are provided for information purposes only and do not constitute an offer, solicitation or invitation to buy or sell a security, any other product or service, or to participate in any particular trading strategy. The Website and the Information are not directed at or intended for use by any person resident or located in any jurisdiction where (1) the distribution of such information or functionality is contrary to the laws of such jurisdiction or (2) such distribution is prohibited without obtaining the necessary licenses and such authorizations have not been obtained. Investment strategies may not be eligible for sale or available to residents of certain countries or certain categories of investors.

The Information is provided without regard to the specific investment objectives, financial situation or particular needs of any specific recipient and does not constitute investment, tax, accounting or legal advice. Recipients are strongly advised to make an independent review with an investment professional and reach their own conclusions regarding the investment merits and risks, legal, credit, tax and accounting aspects of any transactions.

Accept Decline

The Mid Cap Growth Equity strategy seeks to provide superior long-term investment returns compared to the Russell Midcap Growth Index. We believe that a diversified portfolio of profitable, high-quality mid-cap growth companies can outperform the market over the long-term while seeking strong risk adjusted returns.

Strategy overview

  • Belief in a strong correlation between a company's earnings growth and its stock price appreciation
  • Focus on companies that exhibit consistent growth characteristics, a solid balance sheet and a strong management team
  • Belief that companies with steady revenue and earnings growth contribute to low portfolio volatility and long term outperformance


Investment process

  • High conviction, bottom-up fundamental approach built around a long investment horizon
  • Uniquely qualified: Three team members who are CPAs in addition to being CFA charterholders, driving deeper analyses of company accounting issues to distinguish high quality earnings from unsustainable earnings
  • Low volatility and downside protection through a bottom-up fundamental analysis targeting profitable companies generating more-consistent financial results

Portfolio construction

  • Broad industry and sector exposure across 70-85 holdings with no large sector bets
  • Maximum exposure to any one company will be 2.5% at cost and 4.0% at market
  • Fully invested in equities; no market timing
  • Regular industry and sector attribution reviewed by investment team
  • Low portfolio turnover: 15-20% annual average
  • Low composite dispersion across portfolios*

*Subject to client specifications

Additional information

October 2012
Primary benchmark
Russell Midcap Growth Index
Segregated Fund, Canadian Mutual Fund

Related documents

Investment team

​RBC North American Equity team

Rigorous fundamental research aims to identify companies able to achieve consistent results through various market conditions

Connect with our team to learn more

Contact us

body content

Accept Decline