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Domestic Growth Portfolios

Growth opportunities aren’t bound by season, sector, or market-cap size. Any company has the potential to grow, and we manage our portfolios — large-cap and small-cap — using the same disciplined approach.

Institutional Portfolios

Concentrated Large Cap Growth

Seeks to invest in 25-35 U.S. large-cap companies with a competitive advantage, strong profitability metrics, above-average free cash flow, above-average operating margins, and positive price trends. This is a more concentrated portfolio than our Large Cap Growth portfolio. Benchmark: Russell 1000® Growth Index.

Large Cap Growth

Seeks to invest in 60-80 U.S. large-cap companies with a competitive advantage, strong profitability metrics, above-average free cash flow, above-average operating margins, and positive price trends. Benchmark: Russell 1000® Growth Index.

Large Cap Core Growth

Seeks to invest in 50-65 U.S. large-cap companies with a competitive advantage, strong profitability metrics, above-average free cash flow, above-average operating margins, and positive price trends. Benchmark: S&P 500® Index.

Small Cap Growth

Seeks to invest in 80-110 U.S. small-cap companies with a competitive advantage, strong profitability metrics, above-average free cash flow, above-average operating margins, and positive price trends. Benchmark: Russell 2000® Growth Index.

Custom portfolios are available to accommodate clients with highly specific investment needs or restrictions. Please contact us to discuss.

Mutual Funds

Virtus Silvant Large-Cap Growth Stock Fund

Virtus Silvant Small-Cap Growth Stock Fund

Each fund seeks to generate capital appreciation by respectively investing in U.S. large-cap companies or U.S. small-cap companies that exhibit strong business fundamentals and above-average growth potential. Both funds adhere to a disciplined investment process that focuses on identifying positive fundamental trends, including earnings and revenue growth, improving cash flows, and increasing return on invested capital.