Objective & Approach 

The objective of the Walden SMID Cap strategy is to generate competitive returns with less risk than the benchmark over full market cycles. This is an actively managed, broadly diversified strategy investing in reasonably valued stocks of higher quality companies with sustainable business models.

In addition to traditional financial analysis, Walden evaluates companies on their environmental, social and corporate governance (ESG) performance. We evaluate practices relative to peers, improvement over time, management systems, and accountability through public reporting and responsiveness to shareholders. Walden advocates for improvements in portfolio company ESG practices through dialogues, meetings and shareholder resolutions. Walden’s ESG engagement activities focus on areas that help better position companies in a competitive marketplace.
Strategy Information
Asset Class Small-Mid Cap Equity
Benchmark  Russell 2500 Index 
Inception Date  February 1, 2010 
Vehicles  Separate accounts, mutual fund 
Number of Holdings  Approximately 100