Actively managed large cap growth strategy that relies on fundamental research and analysis to identify companies with strong and accelerating business momentum, increasing market acceptance and attractive valuations.
To outperform the Russell 1000 Growth Index by 2-3% annualized before management fees over full market cycles with an expected annualized tracking error of approximately 4-6%.
Our disciplined, bottom-up strategy focuses on security selection, using rigorous fundamental research and analysis of the characteristics of individual companies. The process begins with a quantitative evaluation of approximately 800 companies, comparing each to the universe as a whole and to the peers in the company's sector. Once the universe is ranked, the portfolio management team concentrates its efforts on highly ranked securities to add insight through in-depth fundamental analysis. Buy and sell decisions are mainly the product of qualitative judgments about business momentum, market recognition, and valuation.
**There is no guarantee that this objective will be achieved.
Past performance does not guarantee future results. There is no guarantee that any forecasts or opinions in this material will be realized. Manager commentary is for
informational purposes only and does not constitute investment advice and is not a recommendation to purchase or sell any of the securities referenced.