Zevenbergen Individual Investors

Zevenbergen Capital Investments

Our Strategies

At Zevenbergen Capital Investments LLC (ZCI), we offer a range of equity strategies designed to capitalize on high-growth opportunities across various market capitalizations. Our strategies are available through multiple investment vehicles, including Separately Managed Accounts (SMAs), providing our clients with tailored solutions that meet their unique investment needs.

Mutual Funds

Zevenbergen Growth Fund

Our flagship strategy focuses on identifying and investing in high-growth companies across different industries and capitalization ranges. This strategy emphasizes:

  • High Conviction Portfolio Management

    We maintain concentrated positions with long-term holding periods to maximize growth potential.

  • Revenue Growth as a Key Indicator

    We prioritize companies with strong revenue growth, which we believe is the purest indication of customer demand and business success.

  • Founders and Innovators

    We invest in companies led by visionary founders who are driving innovation and challenging conventional wisdom.

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Zevenbergen Genea Fund

This sector-concentrated strategy targets high-growth opportunities within specific industries. Key features include:

  • Focused Exposure

    Concentration in sectors with robust growth prospects and significant innovation potential.

  • Dynamic Allocation

    Active management to adjust sector weightings based on evolving market conditions and growth opportunities.

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Separately Managed Accounts

Zevenbergen Income Growth

(only available as a Separately Managed Account)

This strategy balances growth and income by investing in companies with solid growth potential and the ability to generate income. It includes:

  • Growth/Income Focus

    Targeting companies that provide both capital appreciation and dividend income.

  • Diversified Holdings

    A mix of high-growth and income-generating stocks to achieve a balanced portfolio.

Fact Sheet Commentary

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Please consider carefully a fund’s investment objectives, risks, charges and expenses. For this and other important information, to obtain a hardcopy statutory and summary prospectus call (844) ZVNBRGN. Read it carefully before investing.

Mutual fund investing involves risk, including the loss of principal. The Funds invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. Non-diversified funds may hold a significant percentage of their assets in the securities of fewer companies and therefore events affecting those companies have a greater impact on the funds than on a diversified fund. If the Funds invest in a few sectors they may have increased exposure to price movements of those sectors. Small and medium capitalization companies tend to have limited liquidity and greater price volatility than large capitalization companies.

The Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Zevenbergen Capital Investments LLC is the investment adviser of the Zevenbergen funds which are distributed by Quasar Distributors, LLC.