Our New Growth Leaders strategy seeks to provide long-term capital appreciation by investing in companies we believe will be future market leaders. We invest in 20 to 30 holdings where we believe opportunity exists for the company to expand its market position in markets that we believe is growing faster than that of the economy.
How We Make Equity Strategies Work For You:
We seek to identify companies capable of generating returns for you. We also consider secular trends that lend themselves to long-term investment horizons.
We evaluate risk and reward based on our expectations of company fundamental performance.
We value assets relative to market and growth prospects.
We monitor our investments closely. If we believe the investment prospects are less than we expected, we remove the stock from the portfolio.
Invest for capital appreciation by identifying and investing in companies we believe have made or are making the transition from market participant to market leader. At least 80% of the assets will be held in stocks with a market capitalization over $5 billion and less than $100 billion at time of purchase.
| First $5,000,000 | 60 bps |
| Next $5,000,000 | 55 bps |
| Next $15,000,000 | 50 bps |
| Next $25,000,000 | 45 bps |
| Next $50,000,000 | 40 bps |
| More Than $100,000,000 | 35 bps |