TimesSquare U.S. Focused Mid Cap Growth Strategy Q1 2026 Commentary
The TimesSquare U.S. Focused Mid Cap Growth Strategy outperformed the Russell Midcap® Growth Index during the first quarter of 2026 despite market volatility driven by geopolitical tensions and temporary global tariffs. The portfolio benefited from a resilient economic backdrop and strategic positioning in sectors influenced by national policy priorities. Rising geopolitical risks and a shift toward strategically motivated capital allocation have reshaped investment dynamics in energy, defense, and supply chains. Markets had reached all-time highs before heightened tensions increased uncertainty.
- ▪The TimesSquare U.S. Focused Mid Cap Growth Strategy outperformed the Russell Midcap® Growth Index in Q1 2026.
- ▪First-quarter markets faced volatility due to geopolitical tensions, including the Iran conflict, and temporary global tariffs following a Supreme Court decision.
- ▪Capital allocation is increasingly driven by strategic national priorities in energy, defense, and supply chains rather than pure economic returns.
- ▪TimesSquare Capital Management is a research-oriented equity firm specializing in growth strategies for institutional investors.
- ▪The firm is an independent affiliate of Affiliated Managers Group, Inc. (AMG) and is significantly employee-owned.
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