All-Cap Growth Equity

The Roanoke All-Growth growth portfolio invests in companies expected to sustain strong or improving earnings growth and provides the broadest exposure to great growth companies of any size ranging from small-cap upstarts to well established companies that continue to perform.

Portfolio Construction:

• Benchmark: Russell 3000® Growth
• Market Cap Range:
  • Large Cap (>10 $Billion): 30%-60%
  • Medium Cap (2-10 $Billion): 20%-40%
  • Small/Micro Cap (<2 $Billion): 20%-30%
• Minimum 40 stock portfolio
• Maximum position size : 5%
• Fully invested: 0-10% residual cash
• Industry Sector Concentration: No sector >150% benchmark for major sectors 
  • Consumer
  • Technology
  • Healthcare

Open to: Institutional Investors, High Net Worth Individuals and Family Offices:

Individually managed account with a $1,000,000 minimum is available.