Careful, not conservative

TD’s Brian Berghuis emphasizes meeting management teams and assessing business models for durable growth that will sustain business cycles

Diana Cawfield 11 July, 2019 | 1:16AM

Careful

To reduce volatility in the U.S. mid-cap growth space, Brian Berghuis, a vice-president and portfolio manager at Baltimore-based T. Rowe Price, draws on three pillars of discipline that span 27 years.  

“The first,” says Berghuis, lead manager of the gold-rated TD US Mid-Cap Growth D Series says, “is to, over the long run, provide value by beating whatever mid-cap benchmark someone cares to apply. Secondly, the area is fairly volatile and we aim to be less volatile than the area as a whole. And third, we want to apply a consistent investment process over time.” 

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Ball Corp81.07 USD-0.63
Dollar General Corp205.98 USD-1.13
Hologic Inc64.63 USD-1.15

About Author

Diana Cawfield

Diana Cawfield  Diana Cawfield is an award-winning writer who has been a regular Morningstar contributor since 2000. Her numerous publication credits include the Toronto StarAdvisor's Edge and Chatelaine, as well as the Canadian Securities Institute's online educational services.

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