Two office buildings in rounded rectangle icon to symbolize Focused Large-Cap Growth fund
Large-cap Stocks

Focused Large-Cap Growth

An investor who seeks capital appreciation by investing in established corporate stocks across a diversified selection of companies and can withstand potential loss of principal.

Investment Focus

Grey rocket icon symbolizing growth
Growth
Line and bar chart symbolizing large-cap growth
Large-Cap Growth

Strategy Description


This actively managed equity strategy seeks growth by investing primarily in corporate stocks with a market capitalization of $10 Billion or more that potentially offer strong returns relative to the S&P 500. By focusing on larger companies, this portfolio seeks less volatility than what's typically seen with smaller market capitalization positions.

Overview


Typical # of Holdings: 26-30

Minimum Investment: $50,000

Inception: 05-01-2021

Portfolio Manager: Darren Leavitt, CFA

Investment(s) Used

Strategy
Trade Frequency
ETFs
Mutual Funds
Stocks
Large-Cap Growth 
Active
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