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Large Cap Growth

Summary

Summary

KEY FACTS as of 12/31/2019


Strategy Inception Date
Jun 2011
Strategy AUM
$4.0 B
Benchmark
Russell 1000® Growth Index
eVestment Universe
US Large Cap Growth Equity

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund

PORTFOLIO MANAGERS

F. Thomas O'Halloran
F. Thomas O'Halloran, J.D., CFA

Partner & Portfolio Manager

33 Years of Industry Experience

Vernon Bice
Vernon Bice, CMT

Portfolio Manager

19 Years of Industry Experience

Matthew DeCicco
Matthew R. DeCicco, CFA

Managing Director & Portfolio Manager

21 Years of Industry Experience

Supported By 41 Investment Professionals with 18 Years Avg. Industry Experience

Related Content

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Portfolio

Portfolio

CHARACTERISTICS as of 12/31/2019

Portfolio Index
Portfolio Index
Number of Holdings 70 530
Forward P/E 30.7x 24.6x
Earnings Growth 15.9% 13.3%
Sales Growth 16.2% 12.9%
Return on Equity 19.5% 24.9%
Weighted Average Mkt. Cap $300.3 B $394.6 B

Performance

Performance

Growth Equity Institutional Composite

Standardized Total Returns as of 12/31/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 35.98% 35.98% 21.65% 14.47% - 15.07%
Net of Fees 35.23% 35.23% 20.96% 13.80% - 14.39%
Russell 1000® Growth Index 36.39% 36.39% 20.49% 14.63% - 15.10%

Calendar Year Returnsas of 12/31/2019

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 35.98% -0.01% 32.42% 1.44% 7.60% 11.06% 48.00% 10.92% - -
Net of Fees 35.23% -0.58% 31.63% 0.83% 6.96% 10.41% 47.15% 10.26% - -
Russell 1000® Growth Index 36.39% -1.51% 30.21% 7.08% 5.67% 13.05% 33.48% 15.26% - -

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