U.S. Large Cap Quality Growth

The U.S. Large Cap Quality Growth strategy seeks highly profitable companies with the capacity for future growth. The team systematically identifies potential investment opportunities when they demonstrate improving fundamentals, price momentum and attractive valuations. The ultimate goal is to identify quality companies and invest in them at the right time.

Our time-tested philosophy of growth investing:

• Focuses on the early recognition of signs of business improvement, which allows us to identify stocks near the beginning of a cycle of improving earnings, increasing earnings estimates and expanding stock price multiples.
• Directs us to research different companies than other growth managers, as we do not require an absolute threshold of earnings or revenue growth.
• Allows us to take advantage of both the normal price appreciation that results from a company's earnings growth and the market's re-rating of a company's price-to-earnings multiple.