Overview
Overview
Winslow Capital Management, LLC (“Winslow Capital”) seeks long-term growth of capital from investments in U.S. large cap growth equities. The portfolio is constructed with a focused, high-conviction mandate that provides exposure to Winslow Capital’s top growth ideas.
Managed growth strategy
The strategy seeks long-term capital appreciation by investing in large-cap U.S. companies that the investment team believes demonstrate compelling growth potential.
“No Preferred Habitat”
Winslow’s active, flexible growth approach allows the team to diversify the portfolio across three distinct, complementary types of growth companies.
Concentrated growth portfolio
A focused, high-conviction mandate provides exposure to Winslow’s top growth ideas.
Philosophy
Philosophy
Winslow Capital employs a diversified and differentiated approach to U.S. large cap growth investing as they seek long-term growth of capital. While their goal is to maintain balance between companies with the three types of earnings growth, they will lean toward a category when our company models point to key inflection points.
No Preferred Habitat: A Differentiated Approach to U.S. Large Cap Growth Investing
Typically, 10-60% in each growth type:
- Consistent Growth—Companies with EPS growth greater than the market and demonstrated a cyclicality
- Dynamic Growth—Companies in dynamic positions with superior competitive advantages generating revenue growth at/or above its 10%.
- Cyclical Growth—Companies exposed to product, industry, regulatory or economic cyclicality with prospects for superior earnings growth in the forward 24 months.
Process
Process
Grounded in fundamental investing, Winslow Capital adheres to a disciplined investment approach which employs a rigorous, proven methodology rooted in robust primary research. Bottom-up, fundamental research targets companies anticipated to deliver attractive future annual growth and the potential for high or rising return on invested capital. Sector-specialized portfolio analysts are positioned closely to sources of fundamental information to execute proprietary research and help construct the portfolio. A fundamental sell discipline seeks to manage risk and help preserve capital.
Team
Team
A highly specialized growth equity manager.
A premier growth equity investment firm grounded in fundamental investing offering an active U.S. Large Cap Growth strategy.
Justin Kelly, CFA
Chief Executive Officer
Patrick Burton
Senior Managing Director
Peter A. Dlugosch
Managing Director
Steven M. Hamill
Senior Managing Director, Portfolio Manager