Identifying Growing Large Caps in Growing Industries

Monday, August 3, 2020

Some investors believe that it can be difficult for active managers to add value in the large-cap segment of the equity market. Jim Golan, CFA, and David Ricci, CFA, who co-manage our Large Cap Growth strategy, have a different perspective. Golan's and Ricci's investment philosophy is centered on identifying growing companies in growing industries—what they call structurally advantaged companies—whose long-term growth is underappreciated by the market. They believe this approach can deliver a differentiated large-cap portfolio that provides a diversity of growth drivers and a smoother ride for investors, and has the potential to provide outperformance over time.

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