Growth has been on a run for some time and despite the early year correction to value, growth has made strong returns for the year. As liquidity remains abundant and with the U.S. economy showing signs of slowing growth, many investors continue to search for growth companies. With this in mind, here are several growth-focused strategies to consider.
The Sapphire Star Mid Cap Growth strategy invests in domestically listed mid-sized company stocks and ADRs which have exhibited strong, sustainable and improving fundamentals over time, particularly with regards to revenue and profitability. It focuses on securities with asymmetrically favorable risk/reward profiles, while they are still inefficiently priced by the market relative to their potential upside. By combining quantitative fundamental analysis with a robust risk/reward assessment, the strategy is uniquely calibrated to consistently identify investments capable of providing superior risk-adjusted returns over the long term.
Sapphire Star’s team of investment professionals brings over two decades of quantitative equity research and portfolio management experience, as well as a rigorous, repeatable and time-tested investment process, which has been developed and refined over many years and multiple business cycles.
The Neuberger Large Cap Disciplined Growth strategy is designed to target growth-oriented investors seeking exposure to established, large-cap companies that have the potential to deliver above-average earnings and revenue expansion over the long term. This strategy typically emphasizes companies that exhibit innovative leadership, sustainable competitive advantages, and the ability to capitalize on evolving market trends.
Key characteristics include:
EQIS Large Cap Growth is a compelling and focused investment approach designed to capitalize on the vast large cap growth segment of the market, crafted to address the unique opportunities present in this rapidly growing market.
The EQIS team employs a rigorous quantitative process to identify investment opportunities. The strategy seeks to deliver consistent returns for investors by maintaining a diversified portfolio across various asset classes, sectors, and industries in the large-cap growth space. Whether it's capturing the earnings growth potential of growth expectations or capitalizing on the momentum of high-growth companies, the EQIS Large Cap Growth strategy aims to create consistent returns relative to the market.
The representations and opinions of Sapphire Star and Neuberger Berman herein are their own and are not the opinions or views of EQIS. The information is believed to be reliable but is neither guaranteed by EQIS nor any of its affiliates. EQIS and Sapphire Star and Neuberger Berman are not affiliated. EQIS does not provide tax or legal advice.
Performance figures for individually listed third-party models are for illustrative purposes only and do not reflect the platform fee. A side-by-side comparison of net and gross performance for the models reflected in this document is available on the EQIS platform. Past performance is not indicative of future results.