Large Cap Growth

OVERVIEW

Objective


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.

Strategy


> 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.

Portfolio Management


Gary Dvorchakn, CFA

Portfolio Manager

Peter DeCaprio, CFA

Portfolio Manager

Contact


Patrick Mullin, CFA

Managing Director

Tel: 781-875-3185
patrick@cppinvest.com

PORTFOLIO

Portfolio Guidlines

As of 10/31/2018

› 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

As of 9/30/2018

Sector Exposure

As of 9/30/2018

PERFORMANCE

Performance

As of 10/31/2018



Growth of $10,000 Since Inception

As of 10/31/2018


Standardized Returns (%)

As of 10/31/2018

DOCUMENTS

Documents


Fact Sheet

> Presentation

> Analytics

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The Morningstar Rating TM for separate account composites, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.

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