Benchmark
Market Cap
Range of Securities
Inception of Composite
Assets*
MSCI ACWI®
>$1B
35-45
12.31.2008
$4.3B
MSCI ACWI® ex USA
>$1B
25-45
12.31.2020
$11M
Russell 1000® Growth
>$3B
25-35
04.30.2005
$9.1B
Russell 3000® Growth
>$1B
15-25
04.30.2005
$180M
Russell 2000® Growth
<$3B at purchase
10-15
06.30.2020
$24M
Russell 2500® Growth
<$7.5B at purchase to $20B
25-35
04.30.2005
$6.8B

* AS OF 3/31/2021

MSCI ACWI® ex USA

We define growth differently. Our International 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 International Growth strategy invests in an eclectic mix of companies throughout the world that we believe have advantaged business models, strong cash flows and the opportunity to generate consistent, long-term growth of intrinsic business value.

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Russell 1000® Growth

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.

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Russell 2000® Growth

We define growth differently. Our Small-Cap Opportunities portfolio is concentrated, contrarian and consultative. It is built on our belief that growth in intrinsic business value drives shareholder returns and qualitative change creates opportunity. We believe we can deliver superior long-term returns with a concentrated, eclectic portfolio of small-cap stocks with both secular and idiosyncratic growth drivers. Our long-term perspective means we think and act like business owners, and we proactively partner with our portfolio companies to create shareholder value.

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Russell 2500® Growth

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.

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The MSCI All Country World Index is a free float adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. The MSCI All Country World ex USA Index is a free float-adjusted market capitalization weighted index designed to measure equity market performance across developed markets world-wide ex USA. The Russell 1000® Growth Index measures the performance of the large cap growth segment of the U.S. equity universe. It includes those Russell 1000 Index companies with higher growth earning potential as defined by Russell’s leading style methodology. The Russell 3000® Growth Index measures the growth segment of the U.S. equity universe. It includes those Russell 3000® Index companies with higher growth earning potential, as defined by Russell’s leading style methodology. The Russell 2500® Growth Index measures the performance of the SMID-Cap Growth segment of the U.S. equity universe. It includes those Russell 2500® Growth companies with higher price-to-book ratios and higher forecasted growth values. The indexes are unmanaged, and one cannot invest directly in an index.