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Large Cap Growth Managed Account

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The Large Cap Growth Managed Account strategy seeks to produce long-term, excess returns vs. the Russell 1000® Growth Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.

Fact Sheet
Strategy Highlights
  • Active management with a long-term, private equity approach to investing
  • High active share: typically greater than 80%*
  • Low turnover (typically 0 – 25% annualized)
  • Seven-step research framework focuses on quality, growth and valuation
  • High-conviction portfolio of typically 30 to 40 stocks
  • Looks to identify high-quality companies–those with difficult-to-replicate business models
  • Team must view growth as sustainable and profitable
  • Stock values are modeled and regularly updated based on our four valuation scenarios: Best, Base, Bear and Worst
  • Seeks to create a margin of safety by investing only when company is selling meaningfully below the team’s estimate of intrinsic value
  • Active risk management defines risk as a permanent loss of capital, not tracking error or short-term relative underperformance
  • Bottom-up stock selection drives excess returns

*Active share indicates the proportion of the portfolio’s holdings (by market value) that are different than the benchmark. A higher active share indicates a larger difference between the benchmark and the portfolio.