U.S. Large-Cap Growth Strategy

The strategy uses a bottom-up, research intensive process to build a concentrated portfolio of industry-leading growth companies.

• Business Models 

  We believe a concentrated portfolio of growth companies with superior business models has the potential to deliver attractive risk-adjustment returns over time.

• Performance 

  The strategy’s performance objective is to outperform the benchmark, the Russell 1000® Growth Index over a full market cycle.

• Research Process 

  Our process is built upon fundamental analysis. We believe that attractive investment results over time are driven by rigorous and disciplined bottom-up fundamental research, as well as a sensitivity to valuation

• Portfolio Construction 

  We create competition for our investors’ capital and fund new ideas from pre-existing names. We often refer to this as “Darwinian Capitalism.”