Investing in disruptions

Enhancing client portfolios through times of accelerated digitalization

Finding opportunities amid volatility can be challenging. Identifying disruptions can help cut through the noise. For example, the digitalization of most consumer and business activities is now accelerating. We expect these transitions will continue regardless of macroeconomic headwinds.

US Smid Cap Growth Equity

Thematically oriented with a concentrated approach to portfolio management

Focused on competitively advantaged companies well positioned to participate in major demand trends

Has consistently utilized the same investment philosophy since inception

Smid-cap growth 2020: Investing in disruptions

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In the news

Recently, Alex Ely shared his insights with two major media outlets around the team’s investment philosophy and process, and how the Strategy is positioned to take advantage of current disruptions in the market.

'Seven stock picks from a five-star money manager’s ‘disruptive’ portfolio'May 4, 2020

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'Top Fund Manager Seeks Stocks That Benefit Amid Coronavirus Chaos'April 6, 2020

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IMPORTANT RISK CONSIDERATIONS

Investing involves risk, including the possible loss of principal.

Past performance does not guarantee future results.

Diversification may not protect against market risk.

Market risk is the risk that all or a majority of the securities in a certain market – like the stock market or bond market – will decline in value because of factors such as adverse political or economic conditions, future expectations, investor confidence, or heavy institutional selling.

Investments in small and/or medium-sized companies typically exhibit greater risk and higher volatility than larger, more established companies.

Narrowly focused investments may exhibit higher volatility than investments in multiple industry sectors. A sector is a segment of the economy that includes companies providing the same types of products or services. Although companies within a sector tend to be reasonably consistent in their fundamentals, these fundamentals may differ substantially from one sector to another.

All third-party marks cited are the property of their respective owners.

The disruptions caused by natural disasters, pandemics, or similar events could prevent the Strategy from executing advantageous investment decisions in a timely manner and could negatively impact the Strategy’s ability to achieve its investment objective and the value of the Strategy’s investments. 

The views expressed represent the investment team’s assessment of the market environment as of January 2020, and should not be considered a recommendation to buy, hold, or sell any security, and should not be relied on as research or investment advice. Views are subject to change without notice.


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Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy.

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