Strategy overview
Growth & Momentum
A Concentrated US Equity Growth Strategy with Large-Cap Growth, Momentum, Semiconductor & Small-Cap Value Sleeves
01
Overview
Investor Profile
For investors with high risk tolerance and a genuine 5-10 year horizon, seeking concentrated exposure to the market's highest-growth segments and comfortable with a materially rougher ride in exchange for it.
Strategy
The strategy takes concentrated exposure to large-cap growth and technology, price momentum, and semiconductor infrastructure, balanced with a small-cap value sleeve. It accepts above-market volatility and deeper drawdowns in exchange for above-market long-term growth potential.
02
composition
US Large Cap Growth
Concentrated exposure to the market's highest-growth segments.
30%
US Momentum Factor
Captures price momentum across leading names.
20%
US Small Cap Value + Quality
Balances the growth concentration with a value/quality sleeve.
20%
US Small Cap Blend
Broadens small-cap exposure beyond the value tilt.
15%
Global Semiconductors
Concentrated exposure to semiconductor infrastructure.
15%
03
key considerations
01 Market Sensitivity
Meaningfully more sensitive to broad market declines than the index.
02 Concentration
The growth and semiconductor sleeves overlap in some of the same names, so effective technology concentration runs higher than the sleeve weights alone suggest, and the semiconductor sleeve can swing sharply with the chip cycle.
03 Patience Required
Requires genuine patience — extended stretches of underperformance versus the broad market should be expected along the way.
Investors should consider the strategy’s investment objectives, risks, and fees before investing. All investments involve risk, including possible loss of principal. Target asset class weights are subject to change over time based on market conditions and portfolio management discretion. Past performance is not indicative of future results. Certain holdings carry limited liquidity; redemptions may not be available on a daily basis for all asset classes. This information is for informational and illustrative purposes only and is not investment advice, a solicitation, or an offer to buy or sell any security.
Ask us for the fact sheet.
