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US Growth 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

INVESTMENT OBJECTIVE

The Fund aims to provide a return mainly through capital growth and some income, that is above the average return expected from an investment in US shares. The Fund invests primarily in shares of companies with their registered office in the US or that do most of their business (directly or through subsidiaries) in the US, particularly larger companies. The Fund may also invest in cash and cash equivalent instruments. The Fund may use derivatives to reduce risk or to manage the Fund more efficiently.

ABOUT THIS FUND

  • 30 to 40 of our best large-cap growth equity ideas where we believe we have a differentiated view from the market.
  • Stock pickers' fund leveraging three decades of experience in high-conviction investing.
  • Fundamental, research-driven approach seeking innovative wide-moat companies.

Portfolio Management

Doug Rao

Portfolio Manager

Industry since 1998. Joined Firm in 2013.

Nick Schommer, CFA

Portfolio Manager

Industry since 2007. Joined Firm in 2013.

Brian Recht

Portfolio Manager | Research Analyst

Industry since 2011. Joined Firm in 2015.

Performance

Portfolio

Documents