Core Insights - Uniting Wealth Partners has established a new position in the First Trust SMID Cap Rising Dividend Achievers ETF, acquiring 200,141 shares valued at $7.61 million at the end of Q3 [1][2] Group 1: Investment Position - The new stake in SDVY represents 1.8% of Uniting Wealth Partners' 13F reportable assets under management, making it one of the firm's top ten positions [3] - The value of Uniting Wealth Partners' assets under management increased significantly from $258.6 million in Q2 to $423.7 million in Q3, with the number of holdings rising from around 115 to almost 200 [9] Group 2: ETF Overview - As of December 2, 2025, SDVY shares were priced at $38.03, reflecting a decline of 4.8% over the past year and trailing the S&P 500 by 17.47 percentage points [3][4] - The ETF has a 12-month distribution rate of 1.45% and an expense ratio of 0.59% [4] - SDVY focuses on U.S. small- and mid-cap equities with a history of dividend increases, aiming for both income and capital appreciation [5][8] Group 3: Investment Strategy - SDVY employs a systematic approach based on disciplined selection criteria, targeting long-term capital appreciation and rising income potential [8][11] - The ETF's portfolio consists of 100 small and mid-cap companies known for raising dividends, providing diversification across sectors and industries [5][8]

Core Insights - The commentary discusses the performance of the London Company SMID Cap relative to the Russell 2500 index for Q3 2025, highlighting the impact of sector exposures on investment performance [2] Sector Influence - The company employs a bottom-up stock picking strategy, but acknowledges that sector exposures have influenced relative performance [3] - The company has an overweight position in certain sectors that contributed positively to performance [3]

Group 1 - The core viewpoint of the article highlights the performance of Armstrong World Industries, Inc. (AWI), which outperformed in the quarter [3] Group 2 - The commentary is part of a broader analysis comparing the performance of SMID Cap stocks against the Russell 2500 index for Q3 2025 [2]

Investment Rating - The report identifies 25 SMID Cap stocks with a "Buy" rating, focusing on high-quality and high-growth characteristics [2][10][12]. Core Insights - The report emphasizes the importance of operational quality and growth sustainability in selecting SMID Cap stocks, particularly in a challenging macroeconomic environment [3][12]. - SMID Caps have underperformed large caps by 750 basis points year-to-date, but historically, smaller caps tend to outperform larger caps by approximately 2% over the long term [3][12]. - The report combines insights from HOLT's screening criteria and UBS analysts' fundamental research to highlight underappreciated businesses in the SMID Cap segment [3][12]. Summary by Sections Investment Opportunities - The report lists 25 high-quality and high-growth SMID Cap stocks, categorized by sectors such as Industrials, Healthcare, Consumer, Financials, TMT, and Materials [10][11]. - Notable stocks include Alight Inc (ALIT) with a market cap of $2.9 billion and a price target upside of 81%, and Bio-Techne Corp (TECH) with a market cap of $7.6 billion and a price target upside of 45% [6][11]. Market Context - The report discusses the current underperformance of SMID Caps relative to the S&P 500, attributing it to higher exposure to interest rates and economic sensitivity compared to large caps [3][12]. - It highlights the need for careful stock selection and strong fundamentals in the current uncertain economic climate [3][12]. HOLT Methodology - The HOLT High Quality and Growth screen identifies companies with high and stable operational quality and strong growth characteristics, using metrics such as CFROI [16][19]. - The report indicates that the HOLT methodology provides a consistent approach to evaluating corporate profitability across a wide range of companies [17][19].