Investment Approach
Our All Cap Growth strategy is designed to deliver significant capital appreciation over time while also providing stability during market downturns. We seek to achieve this through a proprietary investment process that combines bottom-up stock selection with top-down thematic investing, and a judicious mix of “stable growth” and “emerging growth” companies in the portfolio. The All Cap Growth portfolio typically holds 35 to 60 names and consists of companies that are within the capitalization range of the Russell 3000 Growth Index at the time of purchase. The benchmark index is the Russell 3000 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
