Strategy Inception Date
Manager Start Date
The U.S. Equity team strives to capture leading growth companies in every investment cycle, which will translate into market outperformance. Every stock in the portfolio is a buy each and every day, or it is sold.
The U.S. Growth Equity investment process follows a clear four-step process:
Quantitative and Qualitative Screens: The quantitative screens analyze: revenue growth, earnings growth, and positive earnings revisions. The qualitative screens use on-going, targeted research to identify companies with leading product or service innovations, strong management and Industry leadership in robust markets.
Catalyst Identification: A number of factors are scrutinized, including market share trends, research and development (R & D), and profitability. Innovation and the allocation of spending to R & D is closely monitored, as is the productivity of this spending. Valuations relative to peers (in particular, Price/Earnings) and free cash flow generation are also key considerations.
In-depth Analysis and Due Diligence: Each company is analyzed in order to determine the optimal growth candidates.
Portfolio Construction: The resulting portfolio consists of companies that exhibit strong growth characteristics.