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.
As of 09/30/2023 performance reported in USD. Performance figures for less than one year are not annualized. Information for Large Cap Growth based on composite returns calculated net of actual fees. Past performance is not an indicator of future performance, and the value of your account may increase or decrease over time. The Next Century Growth Investors Focused Large Capitalization Equity Composite contains all fee portfolios investing primarily in equity securities of U.S. companies that the portfolio manager believes have substantial potential for high long-term growth. The portfolio manager seeks to identify the fastest growing and highest quality companies for investment. The strategy invests in both large and medium companies with an emphasis on large capitalization. Investment results are measured versus the Russell 1000® Growth Index. Next Century Growth Investors claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. Please click here for additional graph disclosures. For a GIPS Report click here: Focused Large Cap Growth GIPS Report