BALANCED GROWTH EQUITY STRATEGY

Overview

The Balanced Growth Equity Strategy is designed for investors seeking enhanced long-term capital appreciation through meaningful exposure to industry-leading growth companies. We invest in dominant businesses benefiting from powerful secular trends, combining higher-growth innovators with established market leaders. This structure aims to capture strong upside potential while maintaining balance to help navigate different market environments.

Strategy Philosophy

We believe long-term wealth is created by owning companies that lead their industries and continuously strengthen their competitive positions. The strategy focuses on businesses with superior products, differentiated technologies, and durable advantages that allow them to grow market share and expand earnings power over time.

Rather than relying on short-term market momentum, we invest with a multi-year perspective, seeking companies positioned to benefit from structural global shifts in innovation, consumer behavior, and industry transformation.

Investment Focus

The portfolio emphasizes companies that demonstrate:

Dominant or expanding market share
Strong revenue and earnings growth potential
Superior products, services, or technologies that create lasting differentiation
Financial strength to reinvest, innovate, and grow across cycles
Exposure to long-term secular growth drivers

These are businesses we believe can outperform peers and sustain leadership over extended periods.

Global Opportunity Set

Our investment universe is global. We identify opportunities wherever industry leaders emerge, supported by in-depth, company-specific research. We evaluate competitive positioning, management execution, financial durability, and long-term growth visibility to build a portfolio of high-conviction businesses.

Balanced for Growth and Resilience

While growth is the primary engine, balance remains a defining characteristic of the strategy. The portfolio blends:

Faster-growing companies driving innovation, expansion, and market disruption
Established, stable growers with resilient cash flows, durable demand, and proven business models

This combination is designed to help investors remain invested through varying market conditions, supporting long-term compounding while seeking to moderate the severity of major drawdowns compared to more concentrated or speculative growth portfolios.

Risk Perspective

Equity markets can experience meaningful short-term volatility. By emphasizing quality, diversification across industries and growth profiles, and disciplined portfolio construction, the strategy seeks to manage risk while maintaining a strong growth orientation.

The goal is not to eliminate volatility, but to pursue growth in a way that balances opportunity with resilience.

Objective

To deliver above-market long-term capital appreciation by investing in a diversified portfolio of dominant, growth-oriented companies — combining innovation, market leadership, and stability in pursuit of sustained equity growth and more consistent long-term compounding.