Large Cap Growth SMA
Why This Strategy?
- The investment team employs a quality growth investment philosophy that focuses on identifying growing companies in growing industries—referred to as structurally advantaged companies—whose long-term growth is underappreciated by the market
- The strategy seeks to invest in companies that are likely to gain share within industries whose profits are growing at least as fast, or ideally faster, than the overall economy over a 3-5 year investment horizon
- We believe this focused, high conviction approach to investing, together with our goal to maintain approximate sector and market cap neutrality relative to our benchmark over a market cycle, may limit the volatility of relative returns and provide a smoother experience for investors
Key Facts
OTHER VEHICLES:
| Key Facts | |
|---|---|
| Inception Date | 7/1/2001 |
| Benchmark | Russell 1000® Growth Index |
