Zevenbergen Capital Investments

Zevenbergen Capital Investments LogoFor over a decade, Zevenbergen Capital Investment's (ZCI) investment team has worked together, applying rigorous fundamental research to build exclusively high growth portfolios. The continuity of people and process through various market environments has been critical to the delivery of competitive long-term results.

The investment philosophy and stock selection process are predicated on revenue, cash flow, and earnings growth being the essential catalysts to stock price appreciation, in conjunction with quality management and solid financials to help moderate downside risk. The investment team adheres to this growth investment philosophy with strict discipline. Regardless of market environment, the fund exhibits robust growth characteristics.

The firm emphasizes original research, preserving objectivity from Wall Street biases. By maintaining an independent, fundamental research focus, the team is able to identify and capitalize on investment opportunities that may enhance performance results. In addition, the firm steadfastly maintains that concentrated positions in well-researched companies, combined with active management decisions, will outperform broadly diversified benchmarks given an appropriate time horizon.

StrategyBenchmarkInception*AUM** (Mil)
Aggressive Growth Stock Russell 3000© Growth IndexDecember 198696.2
Emerging Growth StockRussell Midcap© Growth IndexSeptember 199714.9

For separately managed accounts, please visit: www.zci.com

For mutual funds:
RidgeWorth Aggressive Growth Stock Fund
RidgeWorth Emerging Growth Stock Fund

* Inception of the institutional composite. The inception of the registered mutual fund may differ.
** As of 6/30/10.

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