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 AG Asset Management
 Russell 1000 Growth
Portfolio Management Team
Peter Hermann, Lead PM
Michael Cook, CFA, PhD
William Potter
Kris Nelson, CFA
Gus Scacco
Peter Wen
Brian Zimmerman
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| Company |
1Q '08 | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years |
| AG Asset Management |
-12.7% | 4.2% | 9.1% | 12.9% | 3.1% | 4.9% |
| Russell 1000 Growth |
-10.2% | -0.7% | 6.3% | 10.0% | 2.1% | 1.3% |
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The objective of AG Asset Management's Large Cap Growth strategy is to provide superior risk-adjusted returns for our clients, in concert with our clients' needs and expectations. The strategy is based on three interrelated principles: (1) rigorous fundamental analysis, (2) continual collaboration among our team of experienced analysts and portfolio managers, and (3) a disciplined risk-control and portfolio construction process.
With regard to stock selection, our aim is the early and on-going identification of companies that have the potential to dominate their markets, especially markets in which we have identified growing demand and changing competitive dynamics. The process is team-centric; analysts and portfolio managers work together to conduct fundamental bottom-up research, identify themes and trends, and vet stock ideas. With this process we incorporate a macro-economic overview and extensive quantitative tools to identify and control risk.
The resulting portfolios consist of a relatively concentrated list of companies with significant expected earnings growth along with the potential for upside surprises and upward earnings revisions.
Our alpha engine is our process, rigorously applied by a team of experienced, committed investment professionals.
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