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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.


Management Approach: Team
Benchmark: S&P 500®
Assets Under Management:
$139.5M, as of 12/31/18
Strategy Inception: 1984

Portfolio Commentary: 4Q18 Large Cap Core Growth

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


  • S&P 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.
  • Investors cannot invest directly in an index.
  • See glossary for investment terms.


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