There was an issue with your input
FIAM Focused Large Cap Growth
- Consistent delivery of exposure to U.S. large cap growth equities
- Value-added from stock selection, not economic or sector bets
- Strives for solid risk-adjusted returns
|Inception date||Feb 28, 2007|
|Benchmark||Russell 1000 Growth|
|Separate account minimum||$50M|
|Typical tracking error||4%–6%|
|Sector constraint||+/- 10.0%|
|Security constraint||+/- 3.5%|
|Typical portfolio turnover||40%–60%|
FIAM Focused Large Cap Growth seeks to provide excess return over a market cycle relative to the Russell 1000 Growth® Index.
The strategy is a fifty stock portfolio that represents FIAM’s portfolio management team’s best investment ideas based on an intrinsic value approach to investing. By focusing on long-term business fundamentals, the team identifies companies whose free cash flow growth is not fully reflected in the price of their stocks. The FIAM team then constructs a portfolio that has similar characteristics to the benchmark in order to maintain style consistency and risk parameters.