Dominant Companies Still Growing Fast

Using the same high growth approach that has worked well in smaller market cap ranges we build a concentrated portfolio of approximately 40 companies. The portfolio typically holds some graduates from our Small and Micro Cap portfolios.

Compound Annual Growth of $10,000 Investment

Results Displayed in US Dollar Source: Axys 1/1/1999-03/31/2022 This graph is for illustrative purposes only. Information for Large Cap Growth based on composite returns calculated net of fees. Performance does not represent actual client accounts. Past performance is not an indicator of future performance and the value of your account may increase or decrease over time. Please click here for additional graph disclosures.  For a GIPS Report click here: Focused Large Cap Growth GIPS Report

High Growth, High Quality

  • Buy companies over $10 billion in market cap that can sustain 10%+ revenue growth
  • Diversified 40 stock portfolio with no single holding above 12%

We Do Our Own Homework

  • Portfolio of companies we know well from our small cap and smid cap research
  • Use a variety of information sources built up over years of experience
  • Experienced team focused on uncovering the true risks and potential for these stocks

Small Caps with Opportunities for Growth Still to Come

  • Companies that are addressing growing, large markets
  • Strong, defendable competitive position
  • Organic revenue growth substantially faster than the benchmark index
  • Generally profitable and expanding margins even as they grow rapidly
  • Proven management team with a clear growth strategy

Strong Sell Discipline

  • If our high growth thesis deteriorates, for any reason, we sell