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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.


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 error:4% - 8%
Annual Turnover:40 - 80%
Typical sector weight vs. Benchmark+/- 6%

Data subject to change

Quarterly Review

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