Growth Strategy


The Growth Strategy offers exposure to US listed large and mid-cap stocks. The strategy is actively managed with a target of 30 to 40 holdings across all sectors. Stocks selected offer better growth characteristics and typically prioritize reinvesting cash flows over returning them to shareholders. Selection criteria includes fundamental and technical considerations such as revenue/earnings growth, momentum, valuations, profitability, etc. Each stock weighting is limited to 3.5% at inception and is capped at 7% driven by price performance. Sector weightings are managed to resemble that of the S&P 500 Growth Index. This can lead to outsized holdings in certain sectors such as Information Technology. The strategy has potential to deliver total returns greater the S&P 500 but with lower dividend yields, increased volatility and potentially larger drawdowns.