Overview
- A research-intensive approach is used to build diversified portfolios with stocks in a variety of different industries and sectors
- The team seeks to uncover companies that have attractive valuations and should experience solid earnings growth on an intermediate-term basis
- The underlying philosophy is to buy businesses rather than just stocks
Characteristics & Performance
Composite Inception | 5/31/2004 |
| Strategy AUM | $4.0 Billion as of 3/31/25 |
| Benchmark | Russell 2500TM Index |
| Holdings Range | Typically 110 – 135 |
| Avg. Position Size | <2.5% |
| Turnover | 40 – 60% under normal market conditions |
| Active Share | Approximately 90% |
| 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
*By clicking on this link you are leaving jennison.com and being redirected to a new website
Investment Team
- Portfolio Managers
- Research Analysts
- Client Portfolio Manager
Related Insights
-
Artificial Intelligence: An Accelerating RevolutionThe revolutionary impact of AI-driven change is already evident in most industries and is accelerating.
Read More
-
AI Revolution MotionAI is one of the most significant secular, long-term growth themes in the markets today.
Read More
-
AI Update: Exceeding Expectations?Analyst Owen Hyde explains how the revolutionary impact of AI-driven change is becoming evident in most industries and is accelerating.
Read More
