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US Forty Fund

Our differentiated view from the market identifies growth where growth is scarce, which we believe positions our investments to outperform the index over time

Overview

Quarterly Update

Watch the investment team recap this quarter.

Note: Filmed in July 2022

INVESTMENT OBJECTIVE

A concentrated large-cap growth fund that seeks long-term capital growth through high-conviction investing. The strategy capitalises on our comprehensive research process to invest with confidence in companies that may generate high returns on capital. Due to the concentrated nature of the fund, return volatility may be moderately higher than the overall market.

ABOUT THIS FUND

  • Typically holding 30 to 40 stocks, the fund invests in our best US large-cap growth equity ideas where we believe we have a differentiated view from the market
  • Stock-picker’s fund leveraging three decades of experience in high-conviction investing
  • Fundamental, research-driven approach seeking innovative wide-moat companies

Portfolio Management

Doug Rao
Doug Rao

Portfolio Manager

Industry since 1998. Joined Firm in 2013.

Nick Schommer, CFA
Nick Schommer, CFA

Portfolio Manager

Industry since 2007. Joined Firm in 2013.

Brian Recht
Brian Recht

Portfolio Manager | Research Analyst

Industry since 2011. Joined Firm in 2015.

Performance

Cumulative & Annualised Performance (%)
As of 31/10/2024
E2 USD (Net) E2 USD (Net) A2 USD (Net) A2 USD (Net) Russell 1000® Growth Index Russell 1000® Growth Index Russell 1000® Growth Index Russell 1000® Growth Index US Large-Cap Growth Equity - OE US Large-Cap Growth Equity - OE US Large-Cap Growth Equity - OE US Large-Cap Growth Equity - OE
  
  Cumulative Annualised
1MO YTD 1YR 3YR 5YR 10YR Since Inception
21/07/2016
E2 USD (Net) -0.58 23.52 42.70 3.28 14.06 - 14.59
E2 USD (Net) -0.58 23.52 42.70 3.28 14.06 - 14.59
A2 USD (Net) -0.52 24.05 43.45 3.81 14.64 12.83 7.87
A2 USD (Net) -0.52 24.05 43.45 3.81 14.64 12.83 7.87
Russell 1000® Growth Index -0.33 24.14 43.77 8.84 18.99 16.18 8.48
Russell 1000® Growth Index -0.33 24.14 43.77 8.84 18.99 - 18.03
Russell 1000® Growth Index -0.33 24.14 43.77 8.84 18.99 16.18 8.48
Russell 1000® Growth Index -0.33 24.14 43.77 8.84 18.99 - 18.03
US Large-Cap Growth Equity - OE -0.56 18.00 38.26 3.33 13.75 - 13.81
US Large-Cap Growth Equity - OE -0.56 18.00 38.26 3.33 13.75 12.05 7.54
US Large-Cap Growth Equity - OE -0.56 18.00 38.26 3.33 13.75 - 13.81
US Large-Cap Growth Equity - OE -0.56 18.00 38.26 3.33 13.75 12.05 7.54
 
  Annualised
3YR 5YR 10YR Since Inception
21/07/2016
A2 USD (Gross) - 17.10 15.28 10.32
E2 USD (Gross) - 17.07 - 17.65
A2 USD (Gross) - 17.10 15.28 10.32
E2 USD (Gross) - 17.07 - 17.65
Russell 1000 Growth TR + 2.50% - 21.96 - 20.98
Russell 1000 Growth TR + 2.50% - 21.96 19.08 11.19
Russell 1000 Growth TR + 2.50% - 21.96 - 20.98
Russell 1000 Growth TR + 2.50% - 21.96 19.08 11.19
Calendar Year Returns (%)
A2 USD (Net) A2 USD (Net) E2 USD (Net) E2 USD (Net) Russell 1000® Growth Index Russell 1000® Growth Index Russell 1000® Growth Index Russell 1000® Growth Index US Large-Cap Growth Equity - OE US Large-Cap Growth Equity - OE US Large-Cap Growth Equity - OE US Large-Cap Growth Equity - OE
YTD 2023 2022 2021 2020 2019 2018 2017 Performance Inception
24/12/1998
A2 USD (Net) 24.70 37.13 -34.32 21.26 37.27 34.45 -0.32 28.04 -2.54 5.56 9.59
A2 USD (Net) 24.70 37.13 -34.32 21.26 37.27 34.45 -0.32 28.04 -2.54 5.56 9.59
E2 USD (Net) 24.24 36.46 -34.66 20.71 36.57 33.83 -0.78 27.34 0.60
E2 USD (Net) 24.24 36.46 -34.66 20.71 36.57 33.83 -0.78 27.34 0.60
Russell 1000® Growth Index 24.55 42.68 -29.14 27.60 38.49 36.39 -1.51 30.21 1.69
Russell 1000® Growth Index 24.55 42.68 -29.14 27.60 38.49 36.39 -1.51 30.21 7.08 5.67 13.05
Russell 1000® Growth Index 24.55 42.68 -29.14 27.60 38.49 36.39 -1.51 30.21 1.69
Russell 1000® Growth Index 24.55 42.68 -29.14 27.60 38.49 36.39 -1.51 30.21 7.08 5.67 13.05
US Large-Cap Growth Equity - OE 18.67 34.27 -30.62 20.93 33.97 32.32 -3.81 27.19 1.20
US Large-Cap Growth Equity - OE 18.67 34.27 -30.62 20.93 33.97 32.32 -3.81 27.19 2.84 2.88 10.18
US Large-Cap Growth Equity - OE 18.67 34.27 -30.62 20.93 33.97 32.32 -3.81 27.19 1.20
US Large-Cap Growth Equity - OE 18.67 34.27 -30.62 20.93 33.97 32.32 -3.81 27.19 2.84 2.88 10.18

Portfolio

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Documents

Related Insights

Our intellectual capital is readily available and central to our Knowledge Shared approach"
Related Insights
The other 493: Finding opportunities outside the Mag 7
20 Feb 2024
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The other 493: Finding opportunities outside the Mag 7

Mega-cap tech has dominated recent market performance, but conditions point to a potential broadening of market returns.

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US growth equities: Focusing on market-share gainers
4 Dec 2023
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US growth equities: Focusing on market-share gainers

Doug Rao explains how the diminishing pricing power of companies should center the spotlight on those gaining market share.

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Investing Off the Beaten Path
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Investing Off the Beaten Path

Nick Schommer, CFA, Portfolio Manager, discusses what the pandemic has taught us about the importance of a company’s business model.

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