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 Dvorchak, CFA

Portfolio Manager

Peter DeCaprio

Portfolio Manager

Contact


Patrick Mullin, CFA

Managing Director

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

PORTFOLIO

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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PERFORMANCE

Performance

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Growth of $10,000 Since Inception

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Standardized Returns (%)

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DOCUMENTS

Documents


Fact Sheet

> Presentation

> Analytics

Request Information



Large Cap Growth Composite: The Large Cap Growth composite includes all institutional portfolios that invest in the firm’s Large Cap Growth strategy. The strategy seeks consistent capital appreciation. The strategy primarily invests in U.S. companies, with an objective of outperforming the S&P 500® Index. The Large Cap Growth composite is compared against the S&P 500 TR USD. The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities. There is over USD 9.9 trillion indexed or benchmarked to the index, with indexed assets comprising approximately USD 3.4 trillion of this total. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization.The Large Cap Growth composite has a minimum of $25,000.  The Large Cap Growth composite was created February 2018.

Crow Point Partners, LLC (“CPP”) is a registered investment adviser with United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. CPP claims compliance with the Global Investment Performance Standards (GIPS®).

Results are based on fully discretionary accounts under management, including those accounts no longer with the firm.  Performance presented prior to October 1, 2017 was achieved by the same portfolio manager while affiliated with a prior firm. The performance from the prior firm has been linked to the current composite performance in accordance with the portability requirements of the GIPS standards. Past performance is not indicative of future results.

The currency used to express performance is USD. Returns are presented net of management fees and include the reinvestment of all income. Net-of-fee returns are reduced by trading costs and each portfolio’s actual investment management fee.

To receive a GIPS® compliant presentation, the firm’s full list of composite descriptions, or the firm’s verification report, please visit https://info.cppinvest.com/gips

About Morningstar, Inc and the Star Rating System

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.

©2018 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.