The Large Cap Growth portfolio is focused on investing in best large cap ideas. We seek both stable and emerging growth companies that are within industries and sectors poised to benefit from global secular growth trends.
The Large Cap Growth portfolio typically holds 40 to 60 names and consists of companies above $3 billion in market cap at time of initial purchase. The benchmark index is the Russell 1000 Growth.
This commentary reviews the previous quarter and discusses our outlook and investment approach for the Large Cap Growth strategy in the coming months.