ABOUT THIS STRATEGY
The strategy engages in bottom-up, fundamental analysis to identify high-quality growth companies. The team believes investing in such proven, high-quality companies leads to competitive returns with below-average risk over a market cycle.
Concentrated, High-Conviction Portfolio with Long-Term Growth Focus
The investment team utilizes a multifaceted approach which 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.
Geneva Capital Management prepares an Economic and Investment Outlook on a quarterly basis for the purpose of communicating the views and opinions held by the Firm’s Investment Team at a particular time regarding current and future economic and market trends.