US All Cap Growth Fund

Investment Objective

Long-term capital appreciation

Fund Characteristics

The Fund seeks to invest across the market cap spectrum in companies with strong growth characteristics, quality management teams, and solid financials.

Investment Approach

  • A growth fund that invests in quality growth companies with a durable business franchise
  • Looks for companies with strong growth potential, predictable financials and quality management. Generally seeks to avoid companies with unproven business models or volatile earnings
  • Aims to have a relatively low turnover by investing in companies that have the potential to be long-term winners. Generally avoids short-term and cyclical trading opportunities
  • Employs bottom-up fundamental company research
  • Seeks to invest in companies that are high quality and well managed

Why Consider This Fund?

  • Seeks to deliver competitive returns over time with a moderate risk profile
  • Applies a time-tested, fundamental research approach to assess a company’s growth sustainability and critical success factors
  • Features an unconstrained opportunity set to leverage the best ideas, regardless of market cap
  • Provides a focused yet diversified portfolio of stocks
  • Managed by an experienced and long-tenured portfolio management team