U.S. Focused Dynamic Growth

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U.S. Focused Dynamic Growth: Image of Electric Cars

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

1 Client Portfolio Manager

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:

  • Investment team with former industry practitioner experience and other significant skillsets
  • Portfolio investments oriented to companies mainly during their early and rapid growth stages
  • Long-term investment horizon focused on companies positioned for sustained, above-average growth 
  • Differentiation from the benchmark intended to be mainly from stock selection
  • 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

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.

Sources: Frank Russell Co., FactSet

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

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.