Time-tested strategies. Sharpened by experience.

Growth Equity

Small Cap

Targets high-quality small caps with scalable models, consistent execution, and underappreciated earnings potential.

Inception Date:

1989

Strategy AUM:

$4.3B

Growth Equity

Small/Mid Cap

Focused on small and mid-cap companies with strong fundamentals
and the potential for sustained earnings growth.

Inception Date:

1992

Strategy AUM:

$4.8B

Growth Equity

Mid Cap

Invests in mid-cap companies with underappreciated earnings power, solid balance sheets, and competitive advantages.

Inception Date:

1994

Strategy AUM:

$4.3B

Growth Equity

Large Cap

Targets high-quality large caps with sustainable earnings, capital discipline, and long-term growth potential.

Inception Date:

1989

Strategy AUM:

$5.4B

Growth Equity

All Cap

Seeks to capture growth across all market caps through disciplined execution and flexible capital allocation.

Inception Date:

1989

Strategy AUM:

$1.7B

Growth Equity

Select Growth

Concentrated portfolio of high-conviction growth companies, with agile positioning and disciplined risk controls.

Inception Date:

2014

Strategy AUM:

$2.9B

Sector Focus

Dividend Growth

Targets high quality dividend growers—aiming to deliver consistent returns and reduced volatility over time.

Inception Date:

2010

Strategy AUM:

$417M

Sector Focus

Health Care

Targets health care companies driving innovation and value creation, aiming to capitalize on secular growth.

Inception Date:

2020

Strategy AUM:

$28M

Sector Focus

Sustainable Growth

Focuses on sustainable business leaders with durable growth drivers and long-term return potential.

Inception Date:

2016

Strategy AUM:

$101M