We define growth differently. Our SMID-Cap Growth portfolio is built on our belief that growth in intrinsic business value drives shareholder returns. Our strategy features a concentrated, conviction-weighted portfolio of stocks with both secular and idiosyncratic growth drivers. Our long-term perspective means we think and act like business owners, and don’t hesitate to engage our portfolio companies on key value drivers. The SMID-Cap Growth strategy invests in an eclectic mix of companies that we believe have advantaged business models, strong cash flows and the opportunity to generate consistent, long-term growth of intrinsic business value.

We define growth differently. Our Large-Cap Growth portfolio is built on our belief that growth in intrinsic business value drives shareholder returns. Our strategy features a concentrated, conviction-weighted portfolio of stocks with both secular and idiosyncratic growth drivers. Our long-term perspective means we think and act like business owners, and don’t hesitate to engage our portfolio companies on key value drivers. The Large-Cap Growth strategy invests in an eclectic mix of companies that we believe have advantaged business models, strong cash flows and the opportunity to generate consistent, long-term growth of intrinsic business value.