Products

Orlando Office

390 North Orange Avenue
Suite 2700
Orlando, FL 32801
Phone: (407) 839-8440
(800) 480-6445
Fax: (407) 841-2814

New York Office

675 Third Ave.
Suite 1805
New York, NY 10017

Phone: (212) 395-9690

Fax: (212) 395-9695

California Office

1990 N. California Blvd.
Suite 830, #25
Walnut Creek, CA 94596
Phone: (925) 932-7096
Fax: (925) 932-7001

Large Cap Growth Equity

Our Large Cap Growth strategy utilizes a blend of quantitative multi-factor modeling along with traditional bottom up fundamental analysis in order to identify securities which exhibit above average earnings growth rates and possess attractive relative valuations.

Our investment philosophy focuses on a top down quantitative approach to investing, relying on a proprietary internal model to narrow the investment universe by ranking broad market sectors and individual securities according to relative attractiveness.

Fundamental analysis is then conducted in order to confirm the output of the model and construct portfolios

Large Cap Growth Equity - Portfolio Construction

INVESTMENT PROCESS: Quantitative
Our proprietary model compiles fundamental and technical data on hundreds of securities to guide our research.

PORTFOLIO CONSTRUCTION: Fundamental
Bottom-up fundamental analysis identifies 40-50 companies with accelerating earnings growth and positive price momentum.

INVESTMENT STYLE: Large Cap Growth
Portfolios consist of large and medium capitalization securities which exhibit above average earnings growth rates and trade at attractive valuations.

RISK PROFILE: Moderate
Portfolios have historically provided superior returns during up market periods and are broadly diversified across market sectors in order to reduce return volatility.

PERFORMANCE: Dynamic
Portfolio results capture the explosive price appreciation potential of high growth companies and industries.

Investment Team:

Bart McMurry
Portfolio Manager

"The essence of growth investing is understanding when and how to take risk. Our model based process eliminates the noise of every day trading activity and uncovers the true fundamental trends that lie beneath the surface, allowing us to seize investment opportunity when it exists and recognize when to take our gains and walk away."