We invest in companies with above average growth in earnings, cash flow or asset values which we believe will provide excellent investment returns over time. These companies typically have strong balance sheets, leading market positions and visible long term growth prospects.
Seek to outperform the Russell 1000 Growth index by 2%, net of fees over a period of 5 years and longer.
We identify large cap companies with superior long term growth prospects. Stocks are ranked for timeliness using our Earnings Valuation Model (EVM). Risk is managed using diversification and valuation constraints.
|Composite Name||Inception Date|
Howard Ward, CFA
Northeastern University - BA
Caesar M.P. Bryan
Portfolio Manager, International Growth
Southampton University - LLB
Chris Ward, CFA
Associate Portfolio Manager, Growth
Boston College - BA