Marshall Mid-Cap Value InvMRVEX

Marshall Mid-Cap Value ably executes its strategy.

Manager Matthew Fahey and his team steadily execute a straightforward strategy. They scour the mid-cap universe for cheap, out-of-favor stocks. They grade each based on valuation, management, cash-flow, and balance-sheet strength, Wall Street expectations, and industry position.  Read more 

Manager Matt Fahey uses his own experience, company visits, and Wall Street research to identify stocks that have solid fundamentals but that have been unduly punished by the market over shorter-term concerns.  Read more 

Matt Fahey has led this offering since June 1997. As director of equities at Marshall he also provides general leadership to all of the firm's equity funds. Fahey has close to two decades of investing experience, having worked as an analyst at Marshall prior to taking charge at this fund.  Read more 

This fund offers fairly pure exposure to the mid-value universe. It uses a strictly bottom-up approach to come up with neglected names that are due for a rebound.  Read more