U.S. FOCUS Growth Equity

Our U.S. FOCUS Growth Equity strategy seeks to outperform the Russell Midcap® Growth Index in a risk-controlled manner. Our team uses a unique bottom-up, fundamental research-intensive approach toidentify a select group of 10 – 20 mid cap growth stocks which we believe have the greatest potential to achieve price appreciation over a long-term horizon.

Portfolio Managers

Sonu Chawla, CFA

Portfolio Manager

Grant R. Babyak

Portfolio Manager

Tony Rosenthal, CFA

Portfolio Manager

Additional Information

Our U.S. FOCUS Growth Equity strategy seeks to outperform the Russell Midcap® Growth Index in a risk-controlled manner. Our team uses a unique bottom-up, fundamental research-intensive approach toidentify a select group of 10 – 20 mid cap growth stocks which we believe have the greatest potential to achieve price appreciation over a long-term horizon.

Portfolio Managers

Sonu Chawla, CFA

Portfolio Manager

Grant R. Babyak

Portfolio Manager

Tony Rosenthal, CFA

Portfolio Manager

Additional Information