- Sycamore Mid Cap Value Equity Quarterly Commentary Sycamore Mid Cap Value Equity attributes its benchmark shortfall to stock selection and sector allocation amid a sharp rates-driven rotation away from mid- and small-cap shares. The team trimmed Okta and Labcorp, exited Regal Rexnord after reassessing operational risks, and argues that higher-for-longer rates should favor cash-generative, financially sound businesses. third quarter of 2026 CACI $15BCMS $22BFIS $16B
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