Seeking Out Great Companies through on-the-Ground Research
The fund team’s bottom-up company-by-company selection process is intense, comprehensive and impartial. It involves on-site visits, in-depth industry analysis and continuous monitoring of trends and company performance. The result is an ability to make solid assessments about a company’s true and continuing growth potential.

Benefits from the Insights of a Highly Experienced Growth Team
The fund capitalizes on the insights and deep market knowledge of an experienced team of managers, analysts and industry specialists focused on identifying companies with the greatest potential to deliver long-term growth.

Employing High Active Share in Pursuit of Alpha
Most returns for the S&P 500 have been generated by a relatively few stocks. The fund’s portfolio includes only those stocks—diversified among sectors and industries—that the fund managers believe offer the greatest potential to significantly outperform average broad market returns.