Equity

Growth Equity Team

The team’s diversified approach focuses on stocks with robust, sustainable, and underappreciated growth and offers full exposure across the market-cap spectrum.

hero image
Investment approach

The team offers a unique combination of longevity and success.

Intensive, all-cap research focuses on quantifying a company’s true growth rate.

The team follows a bottom-up, multi-step process that draws on a variety of sources.

The team seeks to gauge whether a company’s growth is robust and sustainable.

Their approach focuses on companies with sustainable advantages built around differentiated and innovative products and services.

Underappreciated growth creates opportunities.

Opportunities to invest arise when a gap exists between a company’s future growth rate and the market’s expectations for that growth.

The team offers a unique, proven sell discipline.

Their sell discipline conjoins the investment process with a robust risk management framework, such that share positions are modified whenever the gap between a company’s true earnings power and the market’s expectations narrow, thereby avoiding deteriorating growth before it is captured in the share price.

1 of 4

Competitive advantages

Targets consistent returns

The portfolio managers pursue a diversified approach, placing emphasis on consistency of returns within a strong risk management framework and centered on a proven sell discipline.

Stable investment team

This is a seasoned investment team—senior portfolio managers have been working together continuously since 2008. 

The key decision-makers within the portfolio management team have an average of 24 years of investment experience.

Differentiated track record

Most strategies have investment track records of over 20 years, delivering significant alpha since inception. 

Contact Us

We look forward to helping you with your investment needs

 

More Contact Options