Finding Opportunities in a Low-Growth Environment
The Perennial Growth strategy is a concentrated stock portfolio for clients with longer investment time periods that seek capital appreciation over preservation. Perennial Growth will move independently of the S&P 500 over time with performance driven by investment selection rather than broad market moves.
- Despite the current low growth economic environment, there are many companies with significant appreciation potential over the intermediate term
- Identifying these companies requires a fundamental, bottoms-up, research-driven approach
- Growth investing requires a longer term time horizon and higher risk tolerance