Given the recent profound decline in crude oil prices, the global energy sector and related industrial suppliers are...
U.S. Growth Equity
Our U.S. Growth Equity strategy primarily invests in large-cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell 1000 Growth Index1.
Like all of our active equity strategies, we seek companies demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations. As we typically do not limit the investment universe to standard growth indices, we are able to provide portfolios that reflect a compelling simultaneous combination of both growth and value relative to a growth benchmark.
1In a separate account structure, the flexibility of our investment process allows us to manage the strategy to client-specified benchmark and guidelines.
Key points discussed during this quarter's U.S. Equities Market Recap include:
The long-term case for value and growth equity investment strategies are both based on sound fundamental principles. The...