Our flagship multi-cap growth product is comprised of approximately 30 high-quality franchise companies. The Concentrated Equity Alpha portfolio has a long-term investment horizon.
With a diversified mix of best-in-class companies, our CEA portfolio intends to provide a solid risk-adjusted return for the long-term growth-oriented investor. Our multi-cap strategy allows us to find value in all areas of the market and incorporates broad diversification with a clear understanding of what we own.
To produce a superior return for our clients.
5 to 10+ years.
Fundamental, bottom-up stock picking.
Identify healthy companies and their catalysts
Seek companies across the cap spectrum
Establish high conviction in holdings
Personally communicate with executive management teams
Make decisions thoughtfully and quickly
Have a long-term perspective
Look like the index
Fit cleanly into a style box
Own a company because it pays dividends
Buy broken companies because they are trading at a discount
Overpay for companies we like