Concentrated Large Cap Growth Strategy
Investment Philosophy:
We believe that a carefully selected portfolio of attractively valued stocks with above-consensus earnings growth, strong management teams, solid fundamentals and reasonable prices can produce solid investment performance.
Investment Approach:
Our Concentrated Large Cap Growth Equity portfolio represents a focused, "best-ideas" approach that is designed to significantly outperform the Russell 1000 Growth Index by investing in a select portfolio of 25-35 attractively valued stocks with above-consensus earnings growth. Our investment team uses a structured, bottom-up approach, combining fundamental and quantitative analysis and we integrate active risk-management techniques in a fully invested portfolio. Our "high-alpha" approach to large cap growth investing represents a strong counterbalance to traditional large cap strategies. Experience and skill provide the foundation for this careful stock selection process.
BlueCreek's Advantage:
High-alpha strategy focused on Best Ideas
Concentrated portfolio of 25-35 stocks
Designed to outperform the Russell 1000 Growth
Index
Proprietary risk management is the anchor for
bottom-up stock selection process
Strong counterbalance to traditional large cap or
passive strategy
If you wish to know more about BlueCreek's performance or other company information, we currently post our data in the following on-line databases:
E-Vestment Alliance
Informais (PSN)
Wilshire
Nelson's
MorningStar
Russell-Mellon
Mercer
LCG Associates
Callan Associates
Yanni Partners
BrockHouse & Cooper
Cambridge Associates
RogersCasey (EQuest)
Altura Capital
