Large-Cap Growth Strategy

We have an investment process and valuation discipline that seek to identify outcomes that are skewed heavily in our favor.

Our 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 out performance.

Concentrated Portfolio: 30-35 holdings, minimum $2 billion market capitalization

Vehicle: Separately Managed Account, Mutual Fund, UCITS Fund

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