Summary
The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The investment process is designed to highlight companies exhibiting above-average earnings growth potential not yet recognized by investors. The team aims to capitalize on the market’s misperceptions of growth potential.
The research team uses fundamental analysis to identify companies with expanding market opportunities, sustainable competitive advantages, free-cash-flow generation and the pote
Link
Fund Manager(s)
Price
Documents
Performance
YTD
11.9%
3 Year
12.52%
5 Year
68.56%
Best
38.32%
2023
Worst
-32.01%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 11.2% | 13.6% | -9.9% | 4.2% | -12.9% | 16.6% | 2.8% | 9.6% | -4% | 6.9% |
| Q2 | 0.7% | 15.4% | -22.1% | 12.9% | 26.4% | 3.7% | 7.1% | 6.8% | 0.3% | 1.6% |
| Q3 | - | -4.4% | -5.3% | -7.7% | -2.7% | -0.8% | 7.9% | 4.8% | 6.3% | -8% |
| Q4 | - | 9.4% | 2.2% | 9.8% | 11.7% | 3% | -17.7% | 4.1% | -1.2% | 9.4% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.4% | 6% | 1.5% | 0.7% | - | - | - | - | - | - | - | - |
| 2023 | 8.1% | -2.4% | 7.7% | 1.6% | 6.1% | 7% | 2.7% | -1% | -5.9% | -0.2% | 10.9% | -0.3% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 12% | 38% | -32% | 19% | 20% | 26% | -4% | 0% | 1% | 9% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| CCGRX | 12% | 38% | -32% | 19% | 20% | 26% | -4% | - | 1% | 9% |
| Russell 1000 | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% | 4% |
| Alpha | 19% | 3% | -5% | -7% | -17% | -9% | -1% | - | -4% | 5% |