Growth Equity
Large Cap Growth Strategy
The Large Cap Growth strategy objective is to deliver investment returns that exceed that of the Russell 1000 Growth Index by focusing on companies that show above average growth prospects.
Strategy Overview
- Above average growth over a multi-year time horizon.
- Large and rapidly growing total addressable markets.
- High quality products or services relative to competitors.
- Competitive advantages such as desirable brands, switching costs, barriers to entry or network effects.
- A market valuation that can produce an attractive holding period return.
Investment Philosophy
Growth in earnings power is what drives changes in stock prices over time.
Premier Growth companies possess certain characteristics that allow them to grow at above average rates over many years.
A portfolio of Premier Growth businesses trading at reasonable prices relative to future prospects may potentially outperform relevant benchmarks.
Key Facts (as of 12.31.2024)
| Strategy Inception | March 1, 1999 |
| Benchmark | Russell 1000 Growth Index |
| Investment Vehicles | Separate Account |
| Range of Holdings | 50-60 |
| Max Position Size | 3% |
| Total Net Assets | $473M |
| Annualized Turnover | 11.3% |
| Active Share | 40.4% |
| Weighted Average Market Cap |
$1,762.7B |
The Russell 1000® Growth Index measures a growth-oriented subset of the Russell 1000 Index, which tracks approximately 1,000 of the large-sized capitalization companies in the United States equities market.
London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). ©LSE Group 2025. FTSE Russell is a trading name of certain of the LSE Group companies. Russell® is a trademark of the relevant LSE Group companies and is used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The LSE Group does not promote, sponsor, or endorse the content of this communication.
Risk Considerations: Large Cap Growth investing is based on the expectation of positive price performance due to continued earnings growth or anticipated changes in the market or within the company itself. However, if a company fails to meet that expectation or anticipated changes do not occur, its stock price may decline. Moreover, as with all equity investing, there is the risk that an unexpected change in the market or within the company itself may have an adverse effect on its stock. Investing in growth-oriented stocks involves potentially higher volatility and risk than investing in income-generating stocks. The biggest risk of equity investing is that returns can fluctuate and investors can lose money. Growth stocks tend to be more volatile than certain other types of stocks, and their prices may fluctuate more dramatically than the overall stock market. A stock with growth characteristics can have sharp price declines due to decreases in current or expected earnings and may lack dividends that can help cushion its share price in a declining market. Securities issued by large-cap companies tend to be less volatile than securities issued by smaller companies. However, larger companies may not be able to attain the high growth rates of successful smaller companies, especially during strong economic periods, and may be unable to respond as quickly to competitive challenges.
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