The fund seeks capital appreciation by investing predominantly in equity securities of companies that the investment manager believes offer compelling growth opportunities. The investment manager considers many factors in the selection criteria, including historical and potential growth in revenues and earnings, assessment of strength and quality of management, and determination of a company’s strategic positioning in its industry.
Within a collaborative environment, our team utilizes fundamental, bottom-up research to focus on companies whose valuations do not fully reflect their long-term growth potential relative to business and financial risks. Key factors are Quality, Market Share and Competitive Positioning, and Evolution of Innovation.
Our analysis includes an assessment of any material environmental, social and governance ("ESG") factors on the long-term risk and return profile of a company.
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We use bottom-up research to identify companies with compelling and sustainable growth trajectories whose current valuations don't reflect our views of their long-term prospects. Our process emphasizes factors such as quality, market share, competitive positioning, and the evolution of innovation. The end result is a growth-focused portfolio of 25-50 securities.
- Seasoned portfolio manager supported by deep team of fundamental research analysts
- Concentrated yet diversified exposure to high-conviction growth equity investments
- Strategy aligns with the long-time horizon of many investors
Performance data represents past performance, which does not guarantee future results. Current performance may differ from figures shown. Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares.