U.S. Large Cap Growth

The U.S. Large Cap Growth strategy invests with ‘No Preferred Habitat’.

Seeking to achieve sustainable, long-term success, we invest with 'no preferred habitat' in quality companies boasting a history of above average earnings. Our goal is to provide long-term capital appreciation.

  • Consistent Growth

    Companies with EPS growth greater than the market and demonstrated acyclicality.

  • Dynamic Growth

    Companies in dynamic positions with superior competitive advantages generating revenue growth at/or above 10%.

  • Cyclical Growth

    Companies exposed to product, industry, regulatory or economic cyclicality with prospects for superior earnings growth in the forward 24 months.

Winslow
Perspective

Proprietary Modeling and Research Drive Our Differentiated View

  • Industry Dynamics

    Identify Drivers of Change:

    • Software Productivity
    • Ascendency of Electric Vehicles
    • Internet of Things
  • Research Eco-system

    • Research Network
    • Channel Checks
    • Competitor Contacts
    • Former Managements
    • Private Company Analysis
  • Governance & Controversy Analysis

    • Proprietary Peer Scoring Tool
    • Governance and Controversy Data from Independent Research Vendors
  • Winslow Science

    • Proprietary Peer Group Rank
    • Fundamental Change
    • Valuation
    • Price Action
  • Artful Valuation

    • Discounted Cash Flows
    • Competitive Moat
    • Cash Deployment
    • Terminal Value
    • Strategic Importance

All investments carry risk, including the possible loss of principal and there is no assurance that an investment will provide positive performance over any period of time. Equity investments are subject to market risk or the risk that stocks will decline in response to such factors as adverse company news or industry developments or a general economic decline. Growth style investing may fall out of favor and underperform other equity investing during given periods. Certain sectors or growth stocks may shift characteristics over a long market cycle and may not perform in line with stated benchmarks. Past performance is no guarantee of future results.

There is a risk that Winslow Capital will not successfully execute the strategy even after applying its investment process and sell discipline. There can be no guarantee that Winslow Capital's decision will provide the intended result, and there can be no assurance that the investment strategy will succeed.