US All Cap Growth

Return to Strategies

Offering the broadest range of stocks, our All Cap strategy combines the higher growth potential of our small- and mid-cap strategies with the added stability of larger, more mature companies.

Investment philosophy

Long-term capital appreciation through investment in equities of US companies

Characteristics

Historical EPS Growth 5 Yr 16.1%
Forecast EPS Growth 5 Yr 11.5%
ROE 20.9%
Debt to Capital 37.0%
Forecast P/E (one year) 36.3x
Turnover (one year) 6.4%
Number of issues 33
Wtd. Average Market Cap $182.7B
Median Market Cap $28.4B

Downloads

Fact sheet View PDF Economic and Investment Outlook View PDF PDF

Portfolio management

W. Scott Priebe

W. Scott Priebe

Managing Principal, Portfolio Manager
  • MBA, University of Chicago, 2007
  • BA, DePauw University, 2000
More
Derek Pawlak

Derek Pawlak

Portfolio Manager
  • MBA, Marquette University, 1994
  • BS, Carroll College, 1992
  • BBA, University of Wisconsin-Milwaukee, 1984
More

Investment strategy and risk/disclaimers

The US All Cap Growth investment strategy seeks long-term capital appreciation by investing in stocks of small- to large-capitalization companies. There are no market capitalization restrictions for this strategy. The benchmark for the US All Cap Growth strategy is the Russell 3000® Growth Index. The US All Cap Growth strategy is a high conviction, best ideas portfolio with the number of holdings generally between 30 and 50.

Investing in small and medium-sized companies (i.e. market capitalization less than $20 billion) may be riskier than investing in large companies for several reasons. Many small to medium-sized companies are young and have shorter track records, fewer product lines, limited markets for their products and limited financial resources. They may be more vulnerable to adverse business and economic conditions than large companies.

Stock issued by small and medium-sized companies tend to be less liquid and more volatile than stocks of larger companies with greater resources and more diverse product lines, and more volatile than the market in general. However, larger companies’ growth rates may not be as high as successful small and mid-sized companies and they may not be able to respond as quickly to competitive challenges. Some of the risk involved in investing in small and medium growth stocks may be reduced in this strategy since there are no market capitalization restrictions and the strategy also invests in large company stocks which may be less volatile.

Past performance is not indicative of future results. Investments cannot be made in an index. Returns greater than one year are annualized. *This information is shown as supplemental information to the US All Cap Growth Composite Annual Disclosure Presentation shown on the back page.

Frank Russell Company is the source and owner of the Russell Index data contained or reflected in this material and all trademarks and copyrights related thereto. The presentation may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. Frank Russell Company is not responsible for the formatting or configuration of this material or for any inaccuracy in Geneva’s presentation thereof. Sector weightings and holdings are subject to change.

We’re here to answer any and all questions.

Contact us