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Identifying Today's Changes Driving Tomorrow's Growth


Large Cap Growth

The Apex Large Cap Growth portfolio is focused on investing in best large cap ideas. We seek both stable and emerging growth companies that are within industries and sectors poised to benefit from global secular growth trends. The Large Cap Growth portfolio typically holds 40 to 60 names and consists of companies above $3 billion in market cap at time of initial purchase. The benchmark index is the Russell 1000 Growth. For more information please see the most recent fact sheet.


Small-Mid Cap Growth

The Apex SMID Cap Growth portfolio is focused on investing in small to mid cap ideas. We seek both stable and emerging growth companies that are within industries and sectors poised to benefit from global secular growth trends. The SMID Cap Growth portfolio typically holds 60 to 80 names and consists of companies between $150 million and $10 billion in market cap at time of initial purchase. The benchmark index is the Russell 2500 Growth. For more information please see the most recent fact sheet.


Small Cap Growth

The Apex Small Cap Growth portfolio is focused on investing in the best small cap ideas. We seek both stable and emerging growth companies that are within industries and sectors poised to benefit from global secular growth trends. The Small Cap Growth portfolio typically holds 60 to 80 names and consists of companies between $150 million and $3.5 billion in market cap at time of initial purchase. The benchmark index is the Russell 2000 Growth. For more information please see the most recent fact sheet.


All Cap Growth

The Apex Growth portfolio is focused on investing in the best ideas across the market cap spectrum. We seek both stable and emerging growth companies that are within industries and sectors poised to benefit from global secular growth trends. The Growth portfolio typically holds 40 to 60 names and consists of companies above $500 million in market cap at time of initial purchase. Either the Russell 3000 Growth or the Russell 1000 Growth index is the appropriate index. For more information please see the most recent fact sheet.


International

The Apex International Portfolio is focused on investing in the best ideas across the globe. We seek both stable and emerging growth companies that are within industries and sectors poised to benefit from global secular growth trends. The portfolio typically holds 50 to 75 names and consist of companies across the market cap spectrum. The benchmark index is the MSCI All Cap World ex. U.S. For more information please see the most recent fact sheet.

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