Growth Equity Portfolio Manager: |
Rupert E. Grimm, CFA  view Rudi Grimm's profilePlease contact the sales representative serving your area to receive a complete Growth Equity Product kit. Top 10 Holdings Weekly Portfolio Update Investment Review & Market Outlook Quarterly Letter (Adobe Acrobat required) Distinguishing Features
Berkeley Capital Management’s Growth Equities investment philosophy is based on the belief that competitively strong companies which are capable of sustaining superior earnings growth should, over time, produce above average investment results. Berkeley also believes that performance can be enhanced by selecting growth stocks which are most attractive on a combination of valuation and momentum factors. Investment Process
From a universe of companies with analysts’ expectations of above average earnings growth and a market capitalization of a least $2 billion, we develop a Focus List of companies that we believe can sustain superior earnings growth over a 5 to 6 year period. The Focus List is a dynamic list, yet does not change significantly over shorter periods of time. Typically, these companies are competitively strong with a significant and growing market share. Also, they are typically more innovative; and they are realizing superior profitability, above average sales growth, better than average earnings stability* and superior free cash flow. *Not all of the portfolio has positive earnings We use proprietary quantitative tools to support our extensive internal and external investment research to purchase and sell securities. We select companies from the focus list, which are most attractive based on a combination of: We sell stocks when events occur which affect expectations of long term earnings growth, or if there is a loss of earnings momentum not recoverable within six months. We also sell when significantly more attractive situations are available. It is important to note, however, that our orientation in the investment process is to take a longer-term view, and as much as possible minimize the need to sell and create turnover. back to top ^ About Us | Products | Personnel | Resources | Contact Copyright 2001 Berkeley Capital Management.® All rights reserved. Berkeley Capital Management is registered with the SEC under the Investment Advisors Act of 1940. All information provided herein is general in nature. Nothing on this page constitutes an offer to sell securities, provide investment services of any description, nor constitutes investment or legal advice.              | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
