Built for durable growth from the ground up.
The Growth Opportunities Fund has consistently performed well when the market was strong, but one of its unique traits is how it has outperformed both its benchmark and its peer group during market drawdowns. This good-news story is a result of the management team’s decision-making approach.Learn more about our thematic approach
“We generally own stocks with a narrow range of financial outcomes — businesses with strong competitive positions, strong balance sheets, and high margins. We try to be macro agnostic, focusing instead on the companies themselves.”
— Fund Manager Gregory D. McCullough.
“One of the things we obsess over is the vulnerability of the businesses we buy. A big part of our process is to look at how businesses have performed through difficulty in the past and stress that on the front end. We want to avoid surprises. It’s how we vet our ideas, how we discuss them with the analysts on our team, and a big part of the conversation we have with management teams at the companies themselves.”
— Fund Manager Richard E. Bodzy.
The result? A portfolio of strongly vetted, high-conviction names that strive to offer steady growth regardless of the market or industry context.
Learn more about the fund's theme-based strategy and the experiences that shaped the managers' investing approach.