We believe that the U.S. Equity Growth Fund can produce excess risk-adjusted returns over time through a concentrated portfolio of diversified companies with above-average earnings growth purchased at attractive valuations.

Investment approach

  • We invest in a concentrated portfolio of proven business models where we have high conviction that the companies can produce a 14% or better earnings-per-share growth rate over a full market cycle.
  • We have an investment process and valuation discipline that seek to identify outcomes that are skewed heavily in our favor.
  • Our investment strategy is based on a unique firm culture and philosophy, which support a shared belief that low-turnover, concentrated portfolios derived from sound fundamental research can generate attractive outperformance.

Vehicles: Separately Managed Account, Mutual Fund

*The value of your investments can fall as well as rise and you may get back less than you invested.

**Any decision to invest must be based solely on the information contained in the Prospectus and Key Investor Information Document.