Skip to navigation

Large Cap Growth

The Large Cap Growth strategy is benchmarked against the Russell 1000® Growth Index. As with all Silvant strategies, the 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
Strategy Inception: 2007
Portfolio Commentary: 1Q19 Large Cap Growth

Typical Portfolio Attributes
Holdings60 - 80
Active Position Sizes0.5% - 3.0%
Predicted Tracking Error3 - 6%
Typical Annual Turnover (Rolling 3-year Average)29%
Typical Sector Weight vs. Benchmark+/- 2%

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.
  • Frank Russell Company is the source and owner of the trademarks, service marks and copyrights related to the Russell® Indexes. Russell® is a trademark of Frank Russell Company.
  • See glossary for investment terms.

Designed and created by DDM Marketing & Communications.