Geneva SMID Cap Growth Managed Account

Time-tested investment strategy seeks high-quality, small- and mid-cap companies with strong growth characteristics

Overview

ABOUT THIS PORTFOLIO

The strategy engages in bottom-up fundamental analysis to identify high-quality growth companies. The team believes investing in proven, high-quality companies leads to competitive returns with below average risk over a market cycle.

WHY INVEST IN THIS PORTFOLIO 

Concentrated, High-Conviction Portfolio With Long-Term Growth Focus
The investment team utilizes a multifaceted approach that includes a bottom-up qualitative and quantitative assessment, supported by our top-down economic and investment outlook.

Experienced Team With Time-Tested Investment Philosophy
Rather than operating as a star system in which one portfolio manager has final say, the team operates by consensus with all investment decisions being discussed as a team, while final decision-making responsibilities lie with the portfolio managers.

Durability of Concept
Will not capitulate to transient market themes.

PORTFOLIO MANAGEMENT

W. Scott Priebe

Portfolio Manager

Industry since 2004. Joined Firm in 2014.

José Muñoz, CFA

Portfolio Manager

Industry since 2011. Joined Firm in 2014.

Performance

RETURNS (%) (As of 09/30/2019)
Composite Pure Gross* Composite Net Russell 2500™ Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(07/31/2017)
Composite Pure Gross* -0.15% 24.80% 3.78% - - - 16.76%
Composite Net -0.90% 22.08% 0.70% - - - 13.35%
Russell 2500™ Growth Index -3.18% 19.97% -4.11% 12.33% 10.22% 13.48% 10.12%
RETURNS (%) (As of 09/30/2019)
Composite Pure Gross* Composite Net Russell 2500™ Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(07/31/2017)
Composite Pure Gross* -0.15% 24.80% 3.78% - - - 16.76%
Composite Net -0.90% 22.08% 0.70% - - - 13.35%
Russell 2500™ Growth Index -3.18% 19.97% -4.11% 12.33% 10.22% 13.48% 10.12%

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