L2 Tear Sheet US Mid Cap Select Strategy – Q1 2025
Table of contents
When
April 10, 2025
Who
Matthew Malgari
Dr. Sanjeev Bhojraj
Nathan Przybylo
Composite Performance
All data as of 03/31/2025
Characteristics
Growth of $1m
Return Statistics
Top Long Positions (% of Net Assets)
Cumulative Performance Since Inception
Risk Measurements
Additional Information
Midcap Select Strategy
Summary Information
The Strategy is managed by Matthew Malgari and Sanjeev Bhojraj, PhD of L2 Asset Management, LLC (“L2”), who are coportfolio managers with investment discretion. The Strategy is managed in accordance with the following:
Investment Objective: To provide long-term growth of capital.
Principal Strategies: When buying securities, L2 normally invests at least 80% of net assets in the equity securities of midcapitalization companies, principally common stocks and American Depositary Receipts (“ADRs”) that are traded on major U.S. exchanges.
