What Is It?

• Moderately concentrated with 35-50 large and mid-cap stocks
• Seeks to buy growth-oriented companies with an exceptional blend of quality characteristics (profitability, balance sheet strength, etc.), value, and future growth potential
• "Patient momentum" approach, seeking to purchase true market leaders but trading less often to give more room for strong businesses to outperform over time

Why Now?

• Growth companies capture long-term secular trends that give potential for outperformance
• Exposure to mega-cap, large-cap, and mid-cap delivers exposure to different types of growth profiles
• Momentum as a style allows the portfolio to capture major themes that drive markets over a full cycle

Who Should Invest?

• Investors looking for strategic exposure to dominant growth franchises
• Individuals desiring consistent exposure to mega-cap stocks
• Investors looking for long-term capital appreciation

Who Shouldn't Invest?

• Investors looking for a portfolio that is tactically allocated across different investment styles
• People uncomfortable with the risk of high growth companies
• Those looking for a portfolio with expected returns similar to the S&P500