Select U.S. Large Cap Growth

The Select U.S. Large Cap Growth Strategy employs the same investment philosophy and process as Winslow Capital’s U.S. Large Cap Growth Strategy, delivering a more concentrated portfolio of our highest conviction names.

To achieve sustainable, long-term success, we invest with utmost conviction in a select roster of high-quality companies boasting a history of above average earnings. Our goal is superior portfolio returns based on our best ideas, diversified across three types of growth.

Highest
Conviction Large Cap Growth
Companies
Focused
Portfolio
Complements
Passive
Exposure
Leverages Same
Philosophy As
Winslow U.S.
Large Cap Growth
Winslow
Perspective

Proprietary Modeling and Research Drive Our Differentiated View

  • Industry Dynamics

    • Software as a Service
    • Internet of Things
    • Electronic Payments
  • Research Eco-System

    • Research Network
    • Channel Checks
    • Competitor Contacts
    • Former Managements
    • Web Data Scrapes
    • Private Company Analysis
  • ESG & Controversy Analysis

    • Capture new opportunity
    • Mitigate business risk
    • Serve as good stewards
    • ‘Suggestivist’ approach
  • Winslow Science

    • Proprietary Peer Group Rank
    • Fundamental Change
    • Valuation
    • Price Action
  • Artful Valuation

    • Discounted Cash Flows
    • Competitive Moat
    • Cash Deployment
    • Terminal Value
    • Strategic Importance

All investments carry risk, including the possible loss of principal and there is no assurance that an investment will provide positive performance over any period of time. Equity investments are subject to market risk or the risk that stocks will decline in response to such factors as adverse company news or industry developments or a general economic decline. Growth style investing may fall out of favor and underperform other equity investing during given periods. Certain sectors or growth stocks may shift characteristics over a long market cycle and may not perform in line with stated benchmarks. Past performance is no guarantee of future results.