We seek consistent above-average returns through an actively managed, focused portfolio of high-quality large- and midcap stocks with above-average earnings growth while maintaining a low relative risk profile.

We believe in companies that can grow earnings at a double-digit rate for the foreseeable future — a rate 50–100% greater than the overall market.

• Great business prospects
  • Market leadership — #1–2 market share
  • Visible growth outlook
• Strong Financials
  • Predictable earnings
  • Recurring revenues
  • High margins and high return on investment
  • Generation of free cash flow
• Superior Management
  • Track record of success — proven ability to reinvest
  • Common goal with shareholders — high equity ownership

The team employs a fundamental, bottom-up, research-driven investment approach, resulting in a process that is both disciplined and repeatable. Starting with a universe of 400+ names, the Growth team monitors and researches each company on a regular basis, assessing several earnings and valuation metrics with the objective to identify those with the highest quality and potential for growth at a reasonable price. The team has a long-term investment horizon and tends to hold a stock until either its growth prospects diminish or it has become overvalued. The final 30–40 names held in the strategy are those that represent our greatest expectations for growth at a reasonable price. Sector allocation is a fallout of the stock selection process, but is monitored as part of the portfolio risk control process.

Other U.S. Equity Strategies
---Select--- Disciplined Growth Equity Multi-Style Equity Premier Growth Equity U.S. Core Value Equity U.S.Equity Select U.S. Mid Cap Equity U.S. Research Select U.S.Select Value Equity Research Enhanced