Separately Managed Accounts

Concentrated Growth

Advisory Research provides access to institutional-caliber investment management with specialized expertise in targeted asset classes. 

We offer a wide range of strategies across the asset spectrum, paying close attention to downside protection and the pursuit of attractive risk-adjusted returns.

Investment Strategy

The Concentrated Growth strategy seeks to provide long-term capital appreciation and performance superior to that of its benchmarks, the Russell 3000 Growth Index and the Russell 1000 Growth Index. The strategy primarily invests in companies above $2 billion in market cap that are experiencing, or are positioned to experience, above-average earnings growth. The strategy makes concentrated investments, typically holding fewer than 20 position sizes ranging from 3% to 15% of the portfolio.

Key Facts

Market Cap Range: Companies across the market cap spectrum
Inception Date: January 1, 2010
Investment Vehicles: Separately Managed Account

Return to separately managed accounts