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Focused Equity

Objective

  • Attractive long-term performance over full market cycles

Philosophy

  • Bottom-up, fundamental stock research
  • Concentrated Approach: Focused portfolio (20-30 stocks) applies the investment team’s experience, diligence, discipline, and judgement to narrow the universe with an emphasis on quality and consistency
  • Focus on Select Compounders: Companies with outstanding operating talent that consistently generate strong free cash flow, above-average return on invested capital, and strong track records of effective capital deployment

Benchmark

Russell 1000® Index

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