Touchstone Mid Cap Fund

 

Sub-Advisor

"We view equity investing in the same pragmatic manner in which a conservative, rational business owner would, as if we were buying the entire company." ~ The London Company

 

The Richmond, Virginia-based team has been managing money since 1994

Seasoned investment team with 23 years average experience among investment committee members

Singular investment focus — Mid Cap strategy is an extension of The London Company’s discipline applied to managing Small and Small-to-Mid (SMID), and Large-Cap companies

Views equity investing as if they were a conservative rational business owner — buying the entire company

Believes that optimal diversification and low turnover are essential to superior investment results

Became sub-advisor to the Fund in December 2011

 

Fund Features

Focuses on mitigating downside risk

 

– Emphasizes high return on capital businesses that are generating steady cash flows

 

– Applies a valuation methodology similar to "private equity" buyers

 

– Invests in companies at a 30-40% discount to their respective private market value

High conviction, concentrated "best ideas" portfolio of 30-40 companies seeks to contribute meaningfully to returns resulting in alpha* generation

Long-term philosophy has the potential to result in low turnover and tax efficiency over time

* Alpha is the portion of a portfolio's total return that is unique to that portfolio and is independent of movements in its benchmark.

 

 

 

 

 

View Fund Performance » View Prospectus »

Please consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the fund. To obtain a prospectus or a summary prospectus, contact your financial advisor or download and/or request one at TouchstoneInvestments.com/literature-center or call Touchstone at 800.638.8194. Please read the prospectus and/or summary prospectus carefully before investing.

Investment return and principal value of an investment in a Fund will fluctuate so that investor’s shares, when redeemed, may be worth more or less than their original cost.

Investment products offered are not FDIC insured, may lose value and have no bank guarantee.

Touchstone Funds are distributed by Touchstone Securities, Inc.*
*A registered broker-dealer and member FINRA/SIPC
Touchstone is a member of Western & Southern Financial Group

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The Touchstone Investments service mark has been registered with the U.S. Patent and Trademark Office for financial services.                                                                                              TSF-1856-1712