Opportunistic All Cap
Seeks to provide superior returns relative to the broader equity markets over a full market cycle.
Concentrated, long-term growth portfolio
A portfolio of 25-50 stocks across US equity classes offering the potential for high returns and tax loss efficiency.
Active management
Combining new opportunities with proven winners allows us to reposition appropriately according to trends.
Broadly diversified to capture opportunities
Portfolio incorporates small, mid and large cap stocks to participate across various sectors of the equity market.
Disciplined Process
Our goal is to be unencumbered by sector and market capitalization to create a best ideas portfolio based on market experience and exploring notable opportunities.
- We use a rigorous research process to identify a combination of fast growing companies and very stable, consistent growers that can deliver attractive returns, resulting in a lower volatility portfolio and the potential for better risk-adjusted returns while remaining tax efficient.
- The team seeks to invest for the long term in businesses that have sustainable competitive advantages and that have earnings power not fully reflected in current expectations and valuations.
- Portfolios are built from the bottom up with active risk control measures to help limit downside and volatility while enhancing upside potential.
Portfolio of Secular Growers
- We believe a combination of higher growth companies and stable slower growth compounding US companies will generate above-average growth rates for the next five years.
- We seek to identify companies utilizing secular market trends, to help predict companies generating solid returns.
SNAPSHOT
Style classification: All Cap Growth
Approach: Active, bottom-up
Benchmark: Bloomberg US 3000 Total Return Index
Portfolio inception: February 2017
LITERATURE
TEAM
Rhys Williams, CFA
Chief Investment Officer
30+ years industry experience
James Gowen, CFA
30+ years industry experience
John Ragard, CFA
30+ years industry experience
David Ruffini
5+ years industry experience
