Equity Growth Fund - 43%/yr since 2004 - $4B AUM

I’d like to introduce you to a capital management firm that actively manages portfolios comprised of growth equities with a long-term outlook. We are not a quantitative ‘black box’ strategy - we deliver ALPHA! We manage our portfolios with a bottoms-up fundamental investment strategy extensively analyzing company by company, as well as industry by industry, to identify any shifts that will impact the fundamentals of a company or industry. The investment strategy was developed over 25 years by our CEO and CIO. The strategy enables the portfolios to consistently outperform equity indexes.

Since 2004 the strategy has delivered an average annual gross return of 43.23% with over US$3.2 billion presently under management in separate managed accounts. Gross returns for 2024 were 32.94% beating our S&P 500 Index benchmark of 23.31%. We continue to show excellent performance under the present market conditions.

We have opened the strategy to new investors in a Fund structure to accommodate domestic (US) institutions as well as international (offshore) investors . If your organization prefers that we work with your consultants who advise on outside manager selection, please introduce us so they can get to know us, our trading and investment philosophy and strategy. The minimum investment commitment is US$5 million. Investors have the option to allocate to the Fund structure, or larger institutional investors may choose separate managed accounts (SMAs).

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