All Cap Growth SMA
Why This Strategy?
- All-cap mandate provides flexibility to invest across the market-cap spectrum based on the relative attractiveness of a stock’s risk/reward profile
- The investment team seeks to invest in high-quality companies that can sustain a higher level of growth for a longer period of time than the market expects
- The strategy employs a time-tested philosophy which has been consistently implemented for over 25 years
Key Facts
OTHER VEHICLES:
| Key Facts | |
|---|---|
| Inception Date | 10/1/1999 |
| Benchmark | Russell 3000® Growth Index |
Investment Philosophy
- Quality growth companies embody long-term corporate success given experienced and incentivized management teams, differentiated business models, and attractive financial characteristics
- We believe our ability to outperform is driven by seeking to exploit three market inefficiencies among stocks of quality growth companies
