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PM Perspectives: Dynamic Growth Equity

In this edition of PM Perspectives, Tom Ognar, CFA, managing director and senior portfolio manager of the Dynamic Growth Equity team, discusses his pure growth approach to investing in today’s challenging markets.

A yellow hot air balloon floats above the clowds against a blue sky.

3/10/2023

11 min read


Topic

Equities

Key takeaways

  • In this PM Perspectives, we interview Tom Ognar, CFA, managing director and senior portfolio manager of the Dynamic Growth Equity team, who elaborates on his team’s approach.
  • Companies that demonstrate robust, top-quartile growth from sustainable drivers are considered pure growth stocks that define the team’s style orientation.
  • If a company’s growth duration is underappreciated by the market, this can create an attractive opportunity to exploit the gap through security selection.
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