Mazama Products
Mazama Growth | Open to New Investors!
The Mazama Growth product, established in January 2004, features the same fundamental research, investment process and team as its predecessors, utilizing Mazama's proprietary Price Performance Model to identify, evaluate and track portfolio investments. The Mazama Growth strategy focuses on companies with market capitalizations represented by the Russell Midcap Growth Index, but is not benchmark constrained, allowing the strategy to opportunistically buy small, mid and large cap growth names. The objective of this strategy is to outperform the Russell Midcap Growth Index over the long term using our proprietary Price Performance Model to identify and track the growth companies we believe represent the best opportunities in the market.
Mazama GrowthSmall-Mid Growth | Closed to New Investors.
The Small-Mid Cap Growth product, established in January 2001, features the same fundamental research, investment process and team as its predecessor, utilizing Mazama's proprietary Price Performance Model to identify, evaluate and track portfolio investments. The SMID style differs from the firm's pure small cap growth style in that its universe of potential investments is larger and is benchmarked against the Russell 2500 Growth Index of small and mid cap growth stocks.
Small Cap Growth | Closed to New Investors.
The Small Cap Growth product was established in March of 1993. Using fundamental, bottom-up research, our Small Cap Growth product concentrates on the universe of companies in the Russell 2000 Growth Index. This universe is screened and narrowed down to a workable list of securities that are deemed to be the "best of class". Mazama's investment team uses our proprietary Price Performance Model to evaluate, track and rank all portfolio investments and potential investments.