Outlier Growth | Separately Managed Account
The Outlier Growth SMA strategy seeks capital appreciation by attempting to identify stocks early in a growth cycle. These equities are viewed as candidates that could dramatically outperform the stock market, hence the name ‘outliers.’
Strategy Highlights
Seeks capital appreciation from exposure to U.S. growth companies which attract significant institutional interest.
Diversification beyond typical ‘blue chip’ equity portfolios.
Active management of the SMA focused on mitigating downside risk of individual companies.
Systematic and disciplined investment approach.