Overview
Our team believes that:
- Growth in earnings and cash flows drive share prices over the long-term
- Excess returns are generated by investing in market leading companies that create economic value through long duration competitive advantages
Characteristics & Performance
| Composite Inception | 7/31/1969 |
| Strategy AUM | $81.7 Billion as of 3/31/25 |
| Benchmark | Russell 1000® Growth Index |
| Holdings Range | Typically 45-70 |
| EPS Growth of Holdings | Higher than benchmark and broader market |
| Cash | <5% |
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 Managers
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