U.S. Large Cap Growth Equity

Inception date Benchmark Total strategy assets Product literature
January 31, 2009 Russell 1000 Growth Index $8.3B (As of October 2019) Strategy profile (PDF)
  • Highlights
  • Performance


This strategy targets above-average growth by investing in large cap companies whose earnings and cash-flow trajectories indicate potential growth opportunities.

Product highlights

  • A focus on large U.S. companies with above-average growth potential
  • Employs a thematic approach to identify potential secular winners with large addressable markets  
  • Combines investment themes with bottom-up security selection (health care inflation and demographics/e-commerce and payment processing)

Investment team

Assets may include accounts that are not reflected in the composite.

**No assurance can be given that the investment objective will be achieved or that an investor will receive a return of all or part of his or her initial investment. Actual results could be materially different from the stated goals. Investors should carefully consider the risks involved before deciding to invest. See the composite disclosures for a summary of risk considerations. As with any investment, there is a potential for profit as well as the possibility of loss.