INVESTMENT STRATEGIES

Geneva U.S. All Cap Growth

Jump to a section

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 a blend of small-, medium- and large-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 “bottom-up” fundamental analysis supplemented by “top-down” consideration of economic conditions.

Investment Approach

    High-Quality Growth Companies

  1. The portfolio seeks to invest in companies with impressive management teams, low leverage and a consistent, sustainable record of growth. We believe investing in these high-quality companies can lead to competitive returns with below-average risk over a full market cycle.
  2. Bottom-Up, Meets Top-Down Approach

  3. The team utilizes a multifaceted approach when trying to identify companies for investment. This includes a bottom-up qualitative and quantitative assessment, complemented by our top-down economic and investment outlook.
  4. Experienced Team, Tested Philosophy

  5. Rather than relying on a star manager, the portfolio is managed by experienced portfolio managers leveraging a time-tested investment philosophy with additional support from a skilled investment team.

Who is Geneva Capital Management?

Learn about the team-oriented philosophy and fundamental investment process as
Matthew Pistorio, Client Portfolio Manager, introduces Geneva Capital.

Performance

RETURNS

(As of 09/30/2018)
(As of 10/31/2018)
Inception: Jan 01, 2015 3M YTD 1YR 3YR 5YR 10YR Since Inception
Composite Gross 10.88% 21.43% 27.58% 16.19% - - 13.89%
Composite Net 10.80% 21.13% 27.15% 15.80% - - 13.51%
Russell 3000® Growth Index 8.88% 16.99% 25.89% 20.36% 16.23% 14.18% 15.41%
Inception: Jan 01, 2015 3M YTD 1YR 3YR 5YR 10YR Since Inception
Composite Gross -1.96% 10.52% 14.37% 9.87% - - 10.80%
Composite Net -2.12% 10.15% 13.99% 9.48% - - 10.42%
Russell 3000® Growth Index -3.90% 6.19% 10.20% 13.45% 13.06% 15.33% 12.17%
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.

Commentary & Literature