This is an actively managed fund that seeks to achieve long-term capital appreciation through investment in large-, mid- and small capitalization stocks that have the potential for above average long-term earnings and/or cash flow growth. To start, companies with a market cap of $300 million or more are evaluated for sustainability and growth, capital adequacy to fund growth initiatives and management’s strategy and history of execution. Holdings are then allocated across the “spectrum of growth” — three growth buckets (Cyclical, Stable, Select) with distinct risk/return characteristics. A core group of large cap growth companies is then complemented by prevailing tactical themes. For small- and medium-sized growth stocks, the team targets rapid earnings growth potential, unrecognized values, industry leadership and significant management ownership stake.
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