Large Cap Growth

    Howard F. Ward, CFA

    We believe that superior performance is achieved by combining fundamental research to identify companies that have above average growth potential with a disciplined valuation methodology.

    Investment Philosophy:

    We invest in established companies mostly in developed markets overseas. We are fully invested for the long-term, and we employ a buy and hold investment strategy.

    • Low Turnover
    • No Currency Hedging
    • Diversify by Sector and Country
    • Invest in Companies with > $3 Billion Market Cap
    • Portfolio Manager 30+ Years Experience with Strong Track Record

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