Geneva SMID Cap Growth Managed Account

High-Quality, Small-Mid Cap Growth Equities

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Overview

Client Commitment

The strategy engages in bottom-up fundamental analysis to identify high-quality growth companies. The team believes investing in proven, high-quality companies leads to competitive returns with below average risk over a market cycle.

Why Invest in the Portfolio

    Concentrated, high-conviction portfolio with long-term growth focus

  1. The investment team utilizes a multifaceted approach which includes a bottom-up qualitative and quantitative assessment, supported by our top-down economic and investment outlook.
  2. Experienced team with time-tested investment philosophy

  3. Rather than operating as a star system in which one portfolio manager has final say, the team operates by consensus with all investment decisions being discussed as a team, while final decision-making responsibilities lie with the portfolio managers.
  4. Durability of concept

  5. Will not capitulate to transient market themes.

Performance

Characteristics

Please contact us for more information.

Commentary & Literature

Literature