U.S. Focused Dynamic Growth

Summary

TARGET

Tracking Error 5% - 8% over a standard market cycle
Excess Return 3% - 4% over a standard market cycle

INVESTMENT TEAM

Keith Lee, CFA

Michael Li, Ph.D.

Prabha Ram, CFA

Henry He, CFA

4 Investment Analysts

1 Risk Management & Quantitative Analyst

2 Client Portfolio Managers

Documents & Resources

U.S. Focused Dynamic Growth invests in quality companies the investment team believes are capable of sustaining high growth rates over time and exhibit the following characteristics:

  • A competitive advantage demonstrated by higher profitability or potential for high profitability.
  • Opportunities for management to reinvest company capital at attractive levels
  • Scalability of the business to further extend its competitive advantage.

Distinctive strategy features include:

  • Higher-quality orientation
  • Investment team composed of former industry practitioners and other significant skillsets
  • Focus on a company's sustainable, long-term growth across market cycles
  • High conviction portfolio of 30-45 companies.

Availability

Investment capabilities are available to institutional clients through separate accounts, sub-advised portfolios and commingled vehicles. Please contact us for availability in your region.

Performance

*Annualized

Sources: Frank Russell Co., FactSet

Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.

Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.

The Russell 1000® Index is a trademark/service mark of the Frank Russell Company. Russell® is trademark of the Frank Russell Company.