Atlanta Capital Investment Managers
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  • High Quality
    Growth Plus
  • High Quality
    Focused Growth
  • High Quality
    Socially Responsible
  • High Quality
    Small Cap
  • High Quality
    SMID Cap
  • High Quality Opportunistic
  • High Quality
    Short Duration
  • High Quality Intermediate
  • High Quality
    Broad Market

HIGH QUALITY FOCUSED GROWTH

Investment TeamInvestment Approach

Strategy Highlights

A focused large cap growth portfolio where our best ideas have a meaningful impact on performance. Rigorous upside reward to downside risk analysis drives the buy-and-sell decisions.

 Asset Class:    Large Cap Equity    Holdings Range:  20 – 30
 Investment Style:   Traditional Growth     Max Position Size:   10%
 Primary Index:       Russell 1000 Growth     Sector Constraint:  Residual  
 Inception Date:     July 1, 2006     Annual Turnover:   50 – 100%  

 

Investment Performance (as of 3/31/12)

Quarter
1 Yr* 3 Yr* 5 Yr*   10 Yr* Since
Inception*
Focused
Growth (Gross)
21.82 4.98 27.26 8.71 --- 9.64
Focused
Growth (Net)
21.62 4.25 26.39 7.96 --- 8.88
Russell 1000
Growth Index
14.69 11.02 25.28 5.10  --- 6.40


*Annualized.  This information is for illustrative purposes only, is subject to change at any time, and should not be considered investment advice or a recommendation to invest in any particular strategy. Annual turnover is based on a representative client account; individual client results may be different.  The High Quality Focused Growth Composite gross returns are presented before management and custody fees but after transaction costs.  Custody fees and other expenses would reduce the results shown.    Composite net returns are after a maximum annual management fee of 0.70%.  Please see the Notes to the Composite section in the GIPS® presentation for additional important information regarding the Composite’s performance history.  This information is supplemental to the GIPS® presentation for the Composite which may be accessed by clicking on the GIPS® Disclosure link.  Past performance does not predict or guarantee future results.  It is not possible to directly invest in an index.

 GIPS Disclosure

  

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Fact
Sheet

Investment
Commentary

Fact Sheet

Investment Commentary

  • Offered as a separate account and mutual fund via the Eaton Vance – Atlanta Capital Focused Growth Fund (EILGX).
  
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