Large Cap Growth
The Crow Point Large Cap Strategy seeks superior risk-adjusted returns by allocating capital to large cap companies that demonstrate earnings growth at consistently high levels of profitability.
> Typically 20 – 40 positions, with maximum position size of 7%, and target active share > 90%
> Top 10 positions generally 40% of portfolio, with annual turnover of 50-70%
> Maximum industry exposure is 20% and maximum sector exposure is 30%
> The Strategy can be accessed via SMA.
Gary Dvorchakn, CFA
Patrick Mullin, CFA
› Typically 20 – 40 positions
› Maximum position size of 7%
› Top 10 positions generally 40% of portfolio
› Target active share > 90%
› Maximum industry exposure of 20% and maximum sector exposure of 30%
Top Ten Holdings
Growth of $10,000 Since Inception
Standardized Returns (%)
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