A quality approach to large cap growth investing
The team seeks to identify companies with sustainable competitive strengths operating in secular growth driven market segments.
Invests in companies with quality management, sound capital structures, attractive valuations and what we believe will be long-term earnings potential.
Seeks to deliver consistent, risk-adjusted returns relative to the Russell 1000 Growth Index over a full market cycle with a broadly diversified portfolio.
Any voluntary waivers may be discontinued at any time. Without a waiver, returns would have been lower and any rankings/ratings might have been less favorable. See the prospectus for details.
Source: Lipper Inc. Rankings are historical and do not guarantee future results. Rankings are based on the fund’s total return unadjusted for sales charges with distributions reinvested. If sales charges had been included, where applicable, results might have been less favorable.
Sebastian P. Werner
11 years experience
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