Equity

LT Large Cap Growth Equity Strategy

The strategy pursues long-term outperformance of the Russell 1000® Growth Index by employing a proprietary valuation framework called the Dynamic Price Target Model, which seeks to exploit price inefficiencies of high-quality companies.

Unique approach to valuation

Our proprietary framework that marries valuation and growth rate to determine the true long-term value of an asset while mitigating behavioral biases.

Disciplined and repeatable process

A consistent process is deployed to find the estimated return potential for each holding, which serves as the basis for portfolio weights.

Stable, experienced team

The team averages over 18 years of experience and manages established strategies with long-term track records and histories of strong performance.

Investment approach

A streamlined, compelling philosophy drives the team’s investment decisions.

A proprietary framework identifies great franchises at optimal prices.

The team applies a proprietary valuation framework to identify inefficiently priced companies relative to their long-term earnings growth rate.

Fundamental research is at the heart of the team’s investment process.

The team identifies great franchises with solid long-term growth prospects, financial strength, and skilled management teams with proven track records.

A focus on the long term.

The ability to look past short-term market dislocation allows the team to generate outperformance for clients over a market cycle.

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Composite performance

Average annual returns

(as of 3/31/2024)

	1M	3M	YTD	1Y	3Y	5Y	10Y	Inception
Composite (Gross)	2.63	14.13	14.13	46.06	14.96	19.88	16.68	16.16
Composite (Net)	2.59	13.99	13.99	45.29	14.30	19.19	15.99	15.48
Benchmark	1.76	11.41	11.41	39.00	12.50	18.52	15.98	15.86

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.

Calendar year

	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Fund	48.73	-29.46	28.02	36.46	37.14	-0.22	30.33	-0.56	7.16	11.05
Benchmark	42.68	-29.14	27.60	38.49	36.39	-1.51	30.21	7.08	5.67	13.05

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.

Our team

Meet the investment team

The team uses a consistent, disciplined, and repeatable valuation framework to mitigate behavioral biases to identify truly great companies at an optimal price.

View Team

Paul Roach

Portfolio Manager

Jake Seltz