Large Cap Growth

Investment Approach

The Large Cap Growth portfolio is focused on investing in best large cap ideas. We seek both stable and emerging growth companies that are within industries and sectors poised to benefit from global secular growth trends. The Large Cap Growth portfolio typically holds 40 to 60 names and consists of companies above $3 billion in market cap at time of initial purchase. The benchmark index is the Russell 1000 Growth.

Core Principles

  • Long-term growth focused investment approach
  • Seek to identify secular trends
  • Extensive research on Stable and Emerging growth potential
  • Combine bottom-up research with top-down trends
  • Seek to identify underestimated growth areas