Transamerica Mid Cap Growth I2 (0P0000ZBNI)

Overview

The fund is managed by Wellington Management Company LLP, focusing on investing primarily in stocks of medium-sized companies that are expected to yield high returns on invested capital and benefit from long-term secular growth trends. The strategy emphasizes selecting companies that meet the sub-adviser's stringent long-term valuation criteria, aiming to capitalize on the unique growth potential of mid-cap firms. The emphasis on companies likely to experience secular growth trends indicates a forward-looking investment approach, targeting sectors and companies poised for sustained growth beyond cyclical economic fluctuations.

Products and Services

• Investment in Medium-Sized Companies

The fund commits to investing at least 80% of its net assets, in addition to any borrowings for investment purposes, in the securities of medium-sized companies. This approach focuses on mid-cap companies that the sub-adviser believes possess the potential for high returns on invested capital. By prioritizing investments in this segment, the fund seeks to leverage the growth potential and agility of medium-sized firms that are well-positioned to adapt to changing market dynamics and capitalize on sector-specific growth opportunities.

• Secular Growth Trends

Investment decisions are heavily influenced by the identification of long-term secular growth trends. This involves a strategic focus on sectors and companies expected to benefit from enduring changes in the global economy, technological advancements, demographic shifts, or other significant long-term factors. By aligning the fund’s investments with these trends, the objective is to ensure that the portfolio is comprised of companies with sustainable growth prospects, irrespective of short-term market fluctuations.

• Long-Term Valuation Criteria

The selection of investments is also governed by the sub-adviser’s long-term valuation criteria. This framework is designed to identify companies that, in addition to fitting the fund's investment in mid-cap stocks and benefiting from secular growth trends, are valued in a manner that the sub-adviser believes is conducive to long-term investment success. This approach underscores a disciplined investment strategy that aims to identify undervalued companies with strong growth trajectories and solid fundamentals, offering a potentially attractive risk-reward profile over the long term.