Products
US Large Cap Growth
An actively-managed portfolio generally of 25 to 35 companies with market capitalizations typically in excess of $10 billion.
- Up to 15% non-US companies (a)
- Normally diversified among 5 to 7 sectors
- Low 20’s% industry maximum
- Normally 35% sector weight maximum (b)
- 10% position size maximum at market
- No leverage, futures, options or derivatives
- Managed Accounts – minimum size $1.5 million
- US Mutual Fund, UK Open-Ended Investment Company
US Small/Mid Cap Growth
An actively-managed portfolio generally of 35 to 45 companies with market capitalizations typically from $500 million through approximately $10 billion.
- Up to 15% non-US companies (a)
- Normally diversified among 5 to 7 sectors
- Low 20’s% industry maximum
- Normally 35% sector weight maximum (b)
- 8% position size maximum at market
- No leverage, futures, options or derivatives
- Managed Accounts – minimum size $1.5 million
- UK Open-Ended Investment Company
Global Focused Growth
An actively-managed portfolio generally of 10 companies with market capitalizations typically in excess of $10 billion.
- Normally allocated among US, other developed and emerging markets
- Typically diversified among at least 4 sectors
- Sector weight maximum historically 40% (b)
- No leverage, futures, options or derivatives
- Managed Accounts – minimum size $10 million
- Maximum 50% in a single country or currency
(a) Companies domiciled outside of the United States whose stocks primarily trade on US exchanges, including over-the-counter markets, are considered to be domestic securities.
(b) Weights for GICS health care and GICS information technology sectors may be higher.