The Concentrated Global Growth Equity Strategy seeks dynamic growth by concentrating its investments in global developed economy companies that have a high or growing percentage of revenues from emerging market economies.
All-cap growth portfolios
Maximum weighting guidelines:
Emerging markets maximum of 0%-25%
Leading dynamic indicators influencing individual stocks
Company position factors
Manage and adjust
Continuous monitoring of investment thesis and expectations
Adjust position size based on new data flows and re-ranks of position
Expected holding period: 12-24 months
For informational purposes only. Strategy objectives and allocations are subject to change. Please see Investment Disclosures for important information regarding Axiom products and strategies.