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Concentrated Large Cap Growth

The Concentrated Large Cap Growth strategy is benchmarked against the Russell 1000® Growth Index. As with all Silvant strategies, the Concentrated Large Cap Growth 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
Benchmark: Russell 1000® Growth
Assets Under Management: $15.6M*
Strategy Inception: 1999

Portfolio Commentary: 1Q17 Concentrated Large Cap Growth

* As of 3/31/17

Typical Portfolio Attributes
Holdings:25 - 35
Active Weights:1.0% - 5.0%
Predicted Tracking Wrror:4% - 8%
Annual Turnover:40 - 80%
Typical Sector Weight vs. Benchmark+/- 6%

Data subject to change

Quarterly Review

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