Apex All Cap Growth

Investment Approach

The Apex Growth portfolio is focused on investing in the best ideas across the market cap spectrum. We seek both stable and emerging growth companies that are within industries and sectors poised to benefit from global secular growth trends. The Growth portfolio typically holds 40 to 60 names and consists of companies above $500 million in market cap at time of initial purchase. Either the Russell 3000 Growth or the Russell 1000 Growth index is the appropriate benchmark.