The Concentrated Growth strategy seeks to provide long-term capital appreciation and performance superior to that of its benchmarks, the Russell 3000 Growth Index and the Russell 1000 Growth Index. The strategy primarily invests in companies above $2 billion in market cap that are experiencing, or are positioned to experience, above-average earnings growth. The strategy makes concentrated investments, typically holding fewer than 20 position sizes ranging from 3% to 15% of the portfolio.
|Market Cap Range:||Companies across the market cap spectrum|
|Inception Date:||January 1, 2010|
|Investment Vehicles:||Separately Managed Account|