SRC CAPITAL MANAGEMENT
Seeding Value to Reap Superior Performance
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Mid-Cap Value
Investment Philosophy
Invest in under-owned, under-followed stocks trading at significant discounts to their intrinsic values and the S&P MidCap Value benchmark
Invest in quality companies offering attractive three-five year risk-adjusted returns
A bottom-up, research-driven process to generate consistent performance results
Commitment to client service is equally important to investment performance
Investment Process
Screen for stocks trading at a discount to their respective industries and market multiple
Management intensive focus driven by strong fundamentals
Build a diversified portfolio of high quality stocks with above-average risked-adjusted returns over a full market cycle
Monitor portfolio to ensure efficient diversification relative to the S&P Mid-Cap Value Index
Reduce risk to enhance probability of investment success