The strategy aims to achieve capital appreciation by focusing on high-quality companies across the market cap spectrum that the team believes are best-in-class companies levered to multi-year growth trends or have emerging profit cycles. The team believes attractive risk-adjusted returns can result from investing in companies with strong prospects for sustainable growth that is not already reflected in their current stock prices.
Differentiated Portfolio
The strategy’s portfolio consists of high-quality sustainable growth companies that often leverage innovation for competitive advantage. The team takes a conviction-weighted approach to growth investing. Sector allocations are diversified; technology, health care and consumer discretionary are typically well represented.
A Proven Investment Process
The team employs fundamental bottom-up research to identify sustainable growth opportunities across the full market capitalization spectrum. The team seeks companies with strong and improving competitive positions in attractive markets. When selecting securities, the portfolio managers focus on companies that have exhibited accelerating growth and strong financial records.
Experienced Portfolio Management Team
Experienced management team with an advantaged location near the heart of Silicon Valley. Crucial to the investment process is the collaborative interaction between research analysts and portfolio managers.
Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested.
