The Winslow large cap growth team believes that investing in companies with above-average earnings growth provides the best opportunity for achieving superior portfolio returns over the long term. While above-average earnings growth is a necessity, valuation relative to the estimated earnings growth rate is also important in selecting a stock. The strategy implements a bottom-up, fundamental process, with most of the analytical research conducted internally.
Process
Winslow Capital Management, Inc. historically has provided solid, risk-adjusted returns by consistently applying a disciplined investment process to every client portfolio. Portfolio managers take a "bottom-up" investment approach, basing investment decisions primarily on company-specific factors rather than general economic conditions.
The Large Cap Growth investment process is fundamentally driven, with an underlying valuation discipline. Applying both qualitative and quantitative measures, the investment team seeks companies that participate in growing markets. Each potential holding must be sponsored by the principal of Winslow with the relevant industry responsibility.
The team reviews each stock's valuation and analyzes its risk factors. The team diversifies each portfolio by the holdings' earnings growth rates, market capitalization, P/E ratios, and economic sectors. Initial position size is 1-3% of the portfolio and the maximum stock holding is 5% at market. Each portfolio holds 50-60 stocks.
History
Founded in 1992, Winslow Capital Management, Inc. is a growth manager that has grown steadily through changing market environments. The firm manages assets for high net worth individuals available through Separately Managed Accounts, and manages assets for corporate and institutional investors.
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