Red Granite Large Cap Growth

Overview

The Red Granite Large Cap Growth strategy uses a fundamental, bottom-up approach is designed to identify the most attractive, high-quality portfolio investments. The goal of the strategy is to outperform the Russell 1000 Growth index over a market cycle with reduced risk and less volatility. We seek to own companies with strong, competitive positions and proven, sustainable business models for growth.

Investment Objectives

  • Outperform the benchmark over a market cycle with reduced risk and less volatility
  • Own attractively valued companies with,
    • Strong competitive positions
    • Proven and sustainable business models for growth

Portfolio Management

Joel Vrabel, CFA

Chief Investment Officer — Red Granite Growth Equity Group, Senior Portfolio Manager

David Bowman, CFA

Senior Portfolio Manager

Richard Burling, CFA

Senior Portfolio Manager

Jeffrey Holmes, CFA

Senior Equity Analyst

David Drzadinski, CFA, CPA

Senior Equity Analyst, Portfolio Manager

Zachary Newcomer, CFA

Senior Equity Analyst
Snapshot

Benchmark: Russell 1000 Growth
Inception Date: January 1, 1996
Investment Team: Red Granite Group

 

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