Aggressive Growth Stock

Aggressive Growth Strategy

The strategy seeks to provide long-term capital appreciation by investing primarily in common stocks of U.S. multi-cap companies that exhibit strong growth characteristics.

What are the principles that have enabled the strategy to be successful?

Continuity of people and process – for over a decade, the 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 long-term, superior results.

Consistent application of philosophy – 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.

Emphasis on independent research and active management – 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.

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