Overview
Our Large Cap Growth Equity strategy employs a fundamental, bottom-up research process to identify companies that are poised for long-term compounding. We look beyond short-term market noise to find businesses with strong economic moats, innovative products or services, and a clear path to expanding their market share.
Investment candidates typically exhibit several key characteristics, including a high percentage of recurring revenue (often over 50%), robust free cash flow generation, and high returns on invested capital. We also place significant emphasis on the quality of management, seeking leadership teams with proven execution capabilities and a strong alignment of interests with shareholders.
