Madison’s mid-cap strategy aims to deliver superior long-term returns while assuming below-average risk. To achieve this, extensive research is conducted to find companies with sustainable competitive advantages, high returns on capital, durable growth prospects, shareholder-oriented management and strong balance sheets.
The team waits patiently, if needed, to purchase the stocks of such companies at attractive prices. The portfolios are thus comprised of a carefully selected collection of our best ideas.
Concentrated portfolio of 25-40 holdings in companies with market caps between $500 million and $40 billion. Seeks to deliver long-term outperformance with less volatility than the benchmark.
Please click the link above to visit Madisonfunds.com for information about this fund.
“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC, and Madison Investment Advisors, LLC, which also includes the Madison Scottsdale office. Madison Funds are distributed by MFD Distributor, LLC. Madison is registered as an investment adviser with the U.S. Securities and Exchange Commission. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer, and is a member firm of the Financial Industry Regulatory Authority.
Madison Investments shares all personnel and resources at their Madison, Wisconsin location. Statistical data is for the consolidated Madison organization. The Madison organization consists of its holding company, Madison Investment Holdings, Inc. and its affiliates: Madison Asset Management, LLC; Madison Investment Advisors, LLC; and Hansberger Growth Investors, LP. Asset information presented includes non-discretionary assets. Refer to each entity’s Disclosure Brochure for more information.