Separately Managed Portfolio Strategies

Professional management with a high level of portfolio customization potential.
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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.

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ZEVENBERGEN GROWTH EQUITY

— Inception 1987 —

A moderately diversified portfolio of high-growth companies from varied industries and 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 (percentage of portfolio holdings different from the benchmark).

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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.

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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.

Contact us to learn more >>

ZEVENBERGEN GROWTH EQUITY

— Inception 1994 —

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.

Contact us to learn more >>

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.

Contact us to learn more >>