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.

Portfolio Management

Gary Dvorchakn, CFA

Portfolio Manager

Peter DeCaprio, CFA

Portfolio Manager


Patrick Mullin, CFA

Managing Director

Tel: 781-875-3185


Portfolio Guidlines

› 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

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Sector Exposure

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Growth of $10,000 Since Inception

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Standardized Returns (%)

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Fact Sheet

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