Large Cap Growth
Equity Strategies
Large Cap Growth
Mid Cap Growth
SMid Growth
Small Cap Growth
Dividend Growth
Multi-Cap Growth
SMid Core Opportunity
Small Cap Value
highlights
Philosophy
process
Style: Large Cap Growth
Inception: 1/1/1985
Benchmark: Russell 1000 Growth Index / S&P 500
Market Cap: Minimum ≥ $5 Billion
Concentrated: Target Number of Holdings 35-45
Diversification Targets: 5% maximum individual security
weight & 25% maximum exposure to a particular industry, in general
Low Turnover: 25 to 50% annually
Fully Invested: Average cash allocation of 1 to 5%
- We believe that long term superior stock performance is generated by companies consistently growing earnings and free cash flow.
- Our firm’s experience, research efforts, and understanding of a company's earnings profile provide us with a competitive edge.
- Our internal fundamental, bottom-up research give us an analytical advantage in identifying growth stocks with a proper valuation.
- We seek to generate the majority of our outperformance from stock selection by constructing a high conviction portfolio with a lower realized volatility over time.
Investment Policy Committee
Matt Lagan, CFA Committee Chair
Dan Lagan, CFA Committee Co-Chair
John O'Reilly, CFA
Martine Elie, CFA
Nancy Huynh