Overview
- Growth investment style that employs bottom-up, analyst-driven stock selection based on proprietary fundamental research and investment insights
- Focus on durability/sustainability of growth rather than absolute growth rates
- We believe new growth opportunities and significant alpha generation can result from correct analysis of new product opportunities
Characteristics & Performance
Composite Inception | 6/30/1999 |
| Strategy AUM | $2.1 Billion as of 3/31/25 |
| Benchmark | S&P Health Care Index |
| Holdings Range | Typically 50 – 80, +/- 15 securities |
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
- Portfolio Managers
- Research Analysts
- Client Portfolio Manager
