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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  portfolio's goal is 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 Index
Strategy Inception: 1999
Portfolio Commentary: 1Q19 Concentrated Large Cap Growth  

Typical Portfolio Attributes
Holdings25 - 35
Active Position Sizes1.0% - 5.0%
Predicted Tracking Error4 - 8%
Typical Annual Turnover 24%
Typical Sector Weight vs. Benchmark+/- 6%

Data subject to change

NOTES

  • Russell 1000® Growth Index offers investors access to the large-cap growth segment of the U.S. equity universe. The index measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values.
  • Investors cannot invest directly in an index.
  • 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.

 

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