Overview
- Team approach leverages three independent sources from our Growth, Value, and Small/Mid Cap teams
- Holdings are biased toward differentiated business models with fundamentals inflecting higher, high quality management teams, and non-traditional industries with long duration growth profiles
Characteristics & Performance
| Composite Inception | 11/30/17 |
| Strategy AUM | $0.2 Billion as of 3/31/25 |
| Benchmark | S&P Composite 1500 Financials Index |
| Holdings Range | Typically 25 – 40 |
Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.
Available Vehicles
Investment Team
Experienced, interactive and overlapping analyst coverage across all financial services sectors.
- Portfolio Managers
- Client Portfolio Manager
Related Insights
-
The Spectrum of GrowthGreat growth companies are rare, prized, and often misunderstood. Investors can understand their patterns of performance to make better-informed decisions
Read More
-
Buy and Hold Forever?Jennison's Global Equity team believes holdings should earn their place in the portfolio every day
Read More
