U.S. Large Cap Growth Equity

Inception date Benchmark Total strategy assets Product literature
January 31, 2009 Russell 1000 Growth Index $7.1B (As of February 2018)


  • 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
  • Practices bottom-up, fundamental analysis of stocks - looking to take advantage of investors' propensity to underreact or overreact to news, and extrapolate near-terms results. Seeks to invest on "variant views"
  • Combines investment themes (resource scarcity/E-commerce enablers/immuno-oncology) with bottom-up security selection

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 product profile for a summary of risk considerations. As with any investment, there is a potential for profit as well as the possibility of loss.