Large Cap Growth Equity
Our core product, the Large Cap Growth equity portfolio is a conservative diversified portfolio consisting of 30 to 40 high-quality growth companies with market capitalizations above $2 billion.
The portfolio is managed by a four person investment committee and employs a buy-to-hold philosophy. We strive to ignore short-term noise in favor of long-term fundamentals.
Our research analysts focus on the long-term fundamentals by seeking leading companies in industries with attractive secular growth prospects that have strong management teams, great long-term track records, conservative balance sheets, high returns on capital, sustainable free cash flow, and a reasonable valuation.
The risk/reward proposition must make sense for long-term investors and our focus on valuation has historically provided downside protection and preservation of capital in weak markets.
The focus on long-term fundamentals results in low turnover and is tax efficient.
The portfolio is designed to help clients meet their long-term investment and financial goals.
For more information about the Large Cap Growth Equity product, please call us at 800-390-3277, email us at firstname.lastname@example.org, or use the form below.