Interactive Fact Sheet
Performance data, holdings, sector allocation, and strategy overview — updated quarterly.
Equity Growth SMA
Fact Sheet
(Live, Gross)
(Live, Net)
(Live, Gross)
(Gross)
| Returns | 1 Mo | 3 Mo | 6 Mo | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception |
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The Equity Growth SMA seeks to deliver strong long-term capital appreciation by maintaining a focused, high-conviction portfolio of 20–25 publicly traded companies demonstrating sustained above-market revenue growth of 15–25% annually — across established technology leaders and high-growth challengers in software, semiconductors, cloud infrastructure, and digital commerce.
The portfolio is actively managed and tactically rebalanced — adjusting market exposure and sector weights in response to macroeconomic conditions — with the objective of compounding capital at rates significantly above passive benchmarks over full market cycles.
| Year | Gross | Net | S&P 500 | Excess |
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| Period | Gross | Net | S&P 500 |
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