Equity

Growth Equity Team

The team’s diversified approach focuses on stocks with robust, sustainable, and underappreciated growth and offers full exposure across the market-cap spectrum.

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Investment approach

Long-term performance starts with identifying companies on the "right side of change."

Right side of change

We seek to provide clients with long-term compounding through robust growth businesses on the “right side of change."



Fundamental “edge”

We believe that innovative growth companies are frequently mispriced in equity markets. We seek to capture the market’s mispricing of future growth through all-cap bottom-up fundamental research.

Balanced risk management

We use a style-pure growth focus with a balanced approach to portfolio construction and risk management through a quantified sell discipline.

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Competitive advantages

All-cap research

Deep pool of growth investors that glean unique insights through intensive bottom-up research conducted across the entire market-cap spectrum

Style consistency

Focus on companies with robust and sustainable growth and remain highly disciplined in all market environments

Portfolio construction

Structured to emphasize diversification and balance through a barbell allocation to “core growth” and “developing growth” holdings

Sell discipline

Quantified sell discipline uniquely positions the team to manage risk through both its buy and sell decisions

Contact Us

We look forward to helping you with your investment needs

 

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