Growth Equity Portfolio

The Growth Equity Portfolio is an All-Cap Core strategy primarily investing in United States equities. Exchange Traded Funds (ETFs) and American Depositary Receipts (ADRs) also may be included in this strategy.

The Strategy

This portfolio is an aggressive growth portfolio that is managed to aggressive risk and represents higher volatility than the broader U.S. equity market. This strategy can invest 100% of the portfolio value in equities; however, a typical fully invested portfolio would be invested 98% in equities while holding approximately 2% in cash.

Growth Equity Portfolio

Performance Objective

The performance objective of the Growth Equity Portfolio is to outperform the S&P 500 Index over 10-year rolling periods and since inception after trading costs, expenses and the advisory fee. The Growth Equity Portfolio seeks to provide long-term capital appreciation potential by focusing on growth companies with proven performance records. History shows us that a disciplined rules-based strategy of selecting companies over a long-term period of time gives us the best chance of outperforming the market.

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