Our portfolios are constructed bottom-up, one stock at a time based on our disciplined fundamental research. Sector weights are a residual of our stock selection process.
Large Cap Growth
Our Large Cap growth portfolio is a pure growth strategy invested in 20 to 30 stocks. Higher earnings growth rates, higher P/E ratios, low dividend yields and an average market cap greater than $50 billion are fairly typical for the portfolio.
Product Highlights:
Pure growth complement to portfolio
Beat Russell 1000 Growth index 7 of the last 10 years
Outperformed the Russell 1000 growth Index 300% compared to 134% since inception
Inception date January 1, 1996 Benchmark: Russell 1000 Growth Index
Performance Disclosure: All performance data is through December 31, 2007. Please click here for additional disclosure information.
Small Cap Growth
Our Small Cap growth portfolio is a pure growth strategy invested in 50 to 75 stocks. Higher earnings growth rates, higher P/E ratios, low dividend yields and an average market cap of approximately $800 million are fairly typical for the portfolio.
Product Highlights:
Invests in innovative, young companies with new product catalysts
Beat the Russell 2000 Growth Index 3 of the last 5 years
Inception date January 1, 2003 Benchmark: Russell 2000 Growth Index
Performance Disclosure: All performance data is through December 31, 2007. Please click here for additional disclosure information.
