Large Cap Core Growth
The Large Cap Core Growth portfolio tends to invest in stocks with a competitive advantage, strong profitability metrics, above average free cash flow, above average operating margins and positive price trends.
Portfolio
Management Approach: Team
Assets Under Management: $0.5B*
Strategy Inception: 1984
Subadvised Mutual Fund: RidgeWorth Large Cap Core Growth Stock Fund
Portfolio Commentary: 4Q11 Large Cap Core Growth (156 KB, PDF)
* As of 12/31/11
| Typical Portfolio Attributes | |
|---|---|
| Holdings: | 50 - 65 |
| Active weights: | 1.0% - 5.0% |
| Predicted Tracking error: | 3% - 6% |
| Annual Turnover: | 60 - 100% |
| Typical sector weight vs. Benchmark | +/-4% |
Data subject to change
Quarterly Review
Annualized Performance (%); for period ending 12/31/11
| QTD | YTD | 1yr | 3yrs | 5yrs | 10yrs | |
|---|---|---|---|---|---|---|
| Silvant Large Cap Core Growth Strategy Composite Gross | 11.1 | -4.5 | -4.5 | 12.1 | 0.2 | 1.4 |
| Silvant Large Cap Core Growth Strategy Composite Net | 10.9 | -5.2 | -5.2 | 11.4 | -0.6 | 0.7 |
| S&P 500 Index | 11.8 | 2.1 | 2.1 | 14.1 | -0.3 | 2.9 |
| eA Large Cap Core Median | 11.5 | 0.9 | 0.9 | 13.7 | 0.6 | 3.9 |
| # of Observations | 316 | 316 | 316 | 306 | 289 | 225 |
NOTES
- Values have been rounded to the nearest tenth.
- Source for all data Factset.
- Past performance is not indicative of future results. There is no guarantee a specific investment strategy will be successful.
- Portfolio attributes, characteristics, sector weightings and holdings exclude cash and may change at any time without notice.
- eVestment Alliance (eA) is a manager-reported database on hundreds of investment managers and thousands of investment products covering a full range of asset classes, investment styles and geographic concentrations. Based on manager input, eA independently constructs universes using qualitative and quantitative factors. The investment products are organized into peer groups and assessed on an ongoing basis to ensure the consistency of a product's attributes within a designated style classification. In addition, eA utilizes style analysis tools, performance analytics, and the review of a product's investment strategy narrative in the construction of wide-ranging universes that are both pure in style and consistent over time.
- The eVestment Number of Portfolios represents the number of investment products included in the calculation of the median return for the given eVestment universe for the given time period. Individual investment managers may have more than one investment product included in the universe, so the number of observations will likely be greater than the actual number of investment managers represented.
- eVestment Alliance data capture date: 1/23/12.
- Standard & Poor’s 500 Index is an unmanaged index of 500 selected common large capitalization stocks (most of which are listed on the New York Stock Exchange) that is often used as a measure of the U.S. stock market.
- This presentation is solely for SUPPLEMENTAL INFORMATION purposes, intended for institutional investors, and may not be provided unless directly accompanied by the fully compliant GIPS Composite. View the complete Global Investments Standards (GIPS) disclosure.
- The information provided in this report should not be considered a recommendation to purchase or sell any particular security. There is no assurance that any securities discussed herein will remain in an account's portfolio at the time you receive this report or that securities sold have not been repurchased. The securities discussed do not represent an account's entire portfolio and in the aggregate may represent only a small percentage of an account's portfolio holdings.
- It should not be assumed that any of the securities transactions or holdings discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein.
- See glossary for investment terms.
