INSTITUTIONS & PRIVATE WEALTH MANAGEMENT
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Large Cap Growth


We are fundamental growth investors, seeking to invest in companies with superior growth prospects whose stocks appear undervalued relative to their future earnings stream..

  • Seek favorable, yet undervalued prospects for earnings growth and price appreciation
  • Portfolio manager average experience: 30+ years
    Growth Strategies

LARGE CAP GROWTH
INTERNATIONAL GROWTH
Our goal is to provide a total annual rate of return that is at least 2% greater than the Russell 1000 Growth Index over a period of 5 years or complete market cycle.

  • Picking stocks is our strength
  • Valuations matter
  • Benchmark Sensitivity
  • Low Turnover Costs
    Growth Strategies

LARGE CAP GROWTH
INTERNATIONAL GROWTH


Stock Selection - Company Analysis

  • Strong Relative Growth in Earnings and Revenues
  • High Barriers to Entry: Proprietary products and dominant brand
  • Above Average or Rising Profitability Measures
  • Investment Grade Balance Sheets
  • Market Capitalization: 90% of portfolio holdings must exceed $5 billion
    Growth Strategies

LARGE CAP GROWTH
INTERNATIONAL GROWTH

Risk Control (Active)
Sell Discipline

  • Substantial earnings miss
  • Change in competitive position
  • Corporate governance issues
  • Material change in growth outlook


Risk Control (Passive) & Portfolio Construction

  • Restrict Sector Exposure
  • Limit Position Size
  • Monitor Valuations Closely
  • Buy and Sell Judiciously
  • Emphasize Quality Companies
    Growth Strategies

LARGE CAP GROWTH
INTERNATIONAL GROWTH

Investment Team

Our Research Team

 

Howard F. Ward, CFA
    Growth Strategies

LARGE CAP GROWTH
INTERNATIONAL GROWTH