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  1. Strategies

Large Cap Growth Equity

Large Cap Growth Equity

Our growth philosophy evolves from our belief that stock price movements are greatly influenced by earnings, particularly changes in earnings. For this reason, a significant portion of our research effort is devoted to the study of corporate earnings. Earnings surprises, changes in analysts' earnings estimates, both negative and positive move stock prices. Our objective is to anticipate those changes in earning and position our portfolio accordingly.

  • The goal of the portfolio is to outperform the Russell 1000 Growth index over a market cycle.
  • Discrete/measurable risk is taken to generate exceptional returns.
  • Strong emphasis is placed on high quality securities.
  • Quantitative analysis is incorporated with fundamental research.
  • The portfolio is diversified discreetly by sector.
  • Fully invested at all times.

Performance, Supplemental Information and Disclosures

Our Systematic Process

Large Cap Growth Equity