U.S. mid-capitalization stocks with robust profitability, trading at a reasonable price.
Given the extended outperformance of large caps in the United States, we think it could be time for mid-caps to shine. It’s worth noting that the MidCap 400 is on track to outperform the S&P 500 this year.Market capitalization between US$5-billion and US$15-billion; Five-year return on capital higher than 12 per cent – companies with healthy return on capital tend to be wealth creators;
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