U.S. Growth Equity

Overview

 

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. 

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