Playing the Long Game: Disciplined Large Growth Investing
Combining a long-term horizon, diversified positioning, and a disciplined valuation process, our Empiric LT Large Cap Growth strategy offers a unique, high-conviction approach for growth investors seeking strong and sustainable risk-adjusted returns.
Key takeaways
- Patience: Our Empiric LT Large Cap Growth strategy is built on a long-term horizon, with an average holding period of 7.7 years. This disciplined approach allows returns to compound and investments to reach their full potential.
- Positioning: Leveraging our proprietary Growth Classifications Framework, we balance core, consistent, cyclical, and emerging growth opportunities—creating a well-diversified portfolio designed for resilience and strong risk-adjusted performance.
- Process: Through our proprietary Total Return Monitor (TRM), we apply a rigorous, repeatable valuation process to identify and prioritize allocations that drive sustainable growth.
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