Separately Managed Portfolio Strategies
Professional management with a high level of portfolio customization potential.ZEVENBERGEN GROWTH EQUITY
— Inception 1987—
A moderately diversified portfolio of high-growth companies from varied industries as well as capitalization ranges. This strategy is sector agnostic, where only high growth companies from rapidly expanding industries are selected. This strategy culminates in a concentrated portfolio (investment weights reflect conviction in each business’ strength) and high active share.
ZEVENBERGEN GENEA GROWTH EQUITY
— Inception 1994 —
An unconstrained investment approach focused on a range of new technologies and services that are fusing the physical, digital and biological worlds. This non-diversified portfolio pursues long-term wealth creation, avoiding constraints that arise by tracking a benchmark.
ZEVENBERGEN INCOME GROWTH EQUITY
— Inception 2011 —
This portfolio has a dual strategy of capital appreciation and income generation through investment in companies with a history of providing dividend income. Top priority is given to corporations with the financial strength to fund future dividend growth. Investments include established entities that have entered a more mature phase of their lifecycle, allocating cash flow and earnings to shareholders through higher dividend payouts.