SMA Inception Date: 03/1/2011
Objective: Seeks long-term growth of capital
Why choose this SMA?
- To access an experienced growth manager who seeks to maximize reward-to-risk.
- To pursue a traditional strategy of sustainable growth, supported by deep fundamental research capabilities.
- As a core US large-cap growth stock strategy.
- The manager takes a long-term, private equity ownership perspective, focusing on high-quality businesses with truly sustainable competitive advantages.
- While a true large-cap growth strategy, the fund seeks to buy companies trading at a discount to intrinsic value to help manage portfolio risk.
- The manager uses a fundamental research-intensive approach based on a seven-step stock selection process and strict buy and sell disciplines.
- Risk is defined as permanent loss of capital, not tracking error or short-term relative underperformance.
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