Multi-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: All Cap Growth
Inception: 7/1/2003
Benchmark: Russell 3000 Growth Index
Concentrated: Target Number of Holdings 50 to 60
Diversification Targets: 5% maximum exposure to a particular security, 15% maximum exposure to a particular industry, 30% maximum exposure to an individual sector
Low Turnover: 25 to 35% annually
Fully Invested: Average cash allocation of 1 to 3%
- We believe that long term superior stock performance is generated by companies consistently growing earnings and free cash flow.
- Our firm’s experience, extensive research efforts, and in-depth understanding of a company's earnings profile provide us with a competitive edge.
- The combination of quantitative tools with 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 (50-60 names) with a lower realized volatility over time.
Investment Policy Committee
John O'Reilly, CFA Committee Chair
Dan Lagan, CFA
Todd Solomon, CFA
Nancy Huynh