U.S. Mid-Cap Growth UCITS Fund

We believe investors who are willing to think and act differently can achieve repeatable attractive risk-adjusted returns. We seek to systematically exploit market inefficiencies by investing in companies with durable growth, sound governance and scalable go-to-market strategies.


Inside the Strategy

  • We seek to invest in a portfolio of diversified, high-quality businesses with sound management teams and competitive advantages that we believe can produce above-average growth over a full market cycle.
  • We adhere to an investment process and valuation discipline that benefits from a unique investment network of venture capital, private equity and firm relationships, plus our team’s breadth of coverage of startups through small-caps and beyond.
  • Our strategy is based on a unique firm culture and philosophy, which support a shared belief that low-turnover, concentrated portfolios derived from sound fundamental research can generate attractive outperformance.

UCITS Fund Facts

Number of holdings: 50 - 80

Market-cap range: At least $1.5 bn at the time of purchase

Benchmark: Russell Midcap Growth® Index

UCITS Fund Inception Date: 3 April 2017

Strategy Inception Date: 29 Feb. 2012

Dealing: Daily

Cut-off time: 3.00pm Irish time

Settlement: T+2

Portfolio Managers: Christopher A. Berrier and George Sakellaris, CFA

Vehicle: Separately Managed Account, Mutual Fund, UCITS Fund


Portfolio Manager Q&A
In a recent conversation, Portfolio Manager George Sakellaris, CFA, took a deep dive into the unique qualities of mid-caps and explained the strategy he and Portfolio Manager Chris Berrier employ.

Learn More

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Price Date: 19-Sep-18

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Fund Resources


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Please read our composite disclosure and other important firm disclosures.

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