INVESTMENT STRATEGIES
Geneva U.S. SMID Cap Growth
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Overview
The strategy engages in fundamental analysis to identify high-quality companies with impressive management teams, low leverage and a consistent, sustainable record of growth. The strategy’s investment objective is to achieve long-term capital appreciation by investing in small- and medium-capitalization stocks. We believe investing in proven, high-quality companies can lead to competitive returns with below-average risk over the market cycle. The strategy utilizes a “bottom-up” fundamental analysis supplemented by a “top-down” consideration of economic conditions.
Investment Approach
- 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.
- 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.
- Will not capitulate to transient market themes.
Concentrated, high-conviction portfolio with long-term growth focus
Experienced team with time-tested investment philosophy
Durability of concept
Portfolio Management
Performance
RETURNS
| Inception: Aug 01, 2017 | 3M | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception |
|---|---|---|---|---|---|---|---|
| Composite Gross | 8.40% | 24.99% | 13.21% | - | - | - | 19.22% |
| Composite Net | 8.22% | 24.47% | 11.97% | - | - | - | 18.14% |
| Russell 2500™ Growth Index | 4.14% | 23.92% | 6.13% | 16.14% | 9.98% | 15.67% | 13.43% |
| Inception: Aug 01, 2017 | 3M | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception |
|---|---|---|---|---|---|---|---|
| Composite Gross | 10.46% | 28.50% | 5.15% | - | - | - | 19.10% |
| Composite Net | 10.27% | 27.79% | 4.11% | - | - | - | 18.03% |
| Russell 2500™ Growth Index | 6.35% | 22.27% | -3.70% | 13.16% | 9.65% | 14.42% | 11.56% |
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes, if any, and reflect the reinvestment of dividends and other earnings.
The gross performance results presented do not reflect the deduction of investment advisory fees and returns will be reduced by such advisory fees and other contractual expenses as described in the individual contract and Form ADV Part 2A.
Net performance results reflect the deduction of actual management fees charged to the accounts in the composite, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy shown.
The gross performance results presented do not reflect the deduction of investment advisory fees and returns will be reduced by such advisory fees and other contractual expenses as described in the individual contract and Form ADV Part 2A.
Net performance results reflect the deduction of actual management fees charged to the accounts in the composite, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy shown.