
We maintain a firm commitment to long-term growth. We succeed by identifying fundamentally strong and dynamic growth companies trading at a discount to their growth rates. We find profitable investment opportunities and long-term returns by combining comprehensive, fundamental research, growth themes, risk controls and fundamental stock-picking. Portfolio construction consists of careful qualitative and quantitative analysis overseen by each strategy's lead portfolio manager. Our approach leads to strong conviction in our portfolios; we know the companies in which we invest.
FUNDS:
Large Cap Growth
Multi Cap Growth
Mid Cap Growth
SMid Cap Growth
Small Cap Growth
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We believe that Small and Mid Cap markets are inefficient. We exploit this inefficiency with intense fundamental research and bottom-up stock-picking. We employ a relative value approach aimed to identify companies at the low end of their valuation range when compared to similar companies and the market overall. Our objective is to achieve excess return of 3-5% over market cycles with less risk than the benchmark. We seek to deliver competitive returns in strong markets due to the undervalued earnings power of portfolio companies, and superior performance in weak markets due to our quality and valuation discipline.
FUNDS:
Mid Cap Core
Small Cap Core
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We have developed strategies to extend our research edge beyond growth and core portfolios. Through these specialty strategies, we achieve specific and well-focused client goals. As with the growth and core strategies, we deploy intensive fundamental research, a disciplined investment process and a rigorous risk management oversight. Our unique specialty strategies are created to be responsive to the needs of our client and create differentiated opportunities.
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