U.S. Premier Large Cap Growth

Summary

TARGET

Tracking Error 3% - 6% over a standard market cycle
Excess Return 1.5% - 3% over a standard market cycle

INVESTMENT TEAM

Keith Lee, CFA

Michael Li, PhD

Jeff Bourke, CFA

5 Investment Analysts

1 Client Portfolio Manager

Documents & Resources

 

The U.S. Premier Large Cap 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.

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.