By Aziz V Hamzaogullari, CFA, Large Cap Growth Portfolio Manager, and Hollie C Briggs, CFA, Large Cap Growth Product Manager
For mutual fund investors and managers of large pensions or endowments, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision making can provide meaningful insights into how and why a particular manager generates alpha.
The search for alpha is the search for skill. We believe our alpha thesis, and our ability to consistently implement its tenets, constitutes a differentiated approach. The deeply held beliefs and disciplined process described in this paper guide what we do every day.