What’s the strategy?
The U.S. Large Cap Growth Equity (London Capital) portfolio strategy invests primarily in large-cap U.S. stocks with above-average growth potential to achieve long-term capital appreciation.
The portfolio managers pursue a proprietary and systematic approach, benefiting from quantitative-driven analysis to identify stocks with the most attractive combination of growth attributes. Fundamental factor-analysis underpin stock selection and portfolio construction to isolate and capitalize on key drivers of market performance.
It’s a systematic method designed to deliver strong, long-term, risk-adjusted returns through a transparent and repeatable process.
Why invest in this portfolio strategy?
Ideal for investors seeking exposure to a wide spectrum of growth opportunities in U.S. equities.
This growth-style portfolio strategy focuses on some of America’s strongest and most established companies that can deliver strong earnings growth and superior returns over the long-term. An emphasis is placed on companies that exhibit accelerating revenue and earnings growth.
The portfolio is well diversified across sectors and offers a portfolio of companies with higher growth potential than the broad market. Typical portfolio characteristics include higher expected earnings growth, above-average return on equity, and stronger growth momentum than its benchmark, the S&P 500 Index.
This is a diversified U.S. equity portfolio that tends to have lower volatility than a U.S. small- or mid-cap portfolio.
Data for institutional investors
Brenda is the lead portfolio manager of the London Capital U.S. mid-cap equity portfolio and co-manages the London Capital U.S. equity mandate. She’s also a member of the GLC Global Multi-Asset Strategy team, which oversees all of GLC’s balanced, target-date and target-risk asset allocation fund solutions. Brenda has held positions of increasing responsibility with a continued focus on U.S. equities since first joining GLC’s predecessor asset management company in 1998.
Brenda is a CFA charterholder and earned an Honours Bachelor of Commerce degree from the University of Manitoba. She also holds a Chartered Market Technician designation.
Martin co-manages the London Capital U.S. equity portfolio and is lead portfolio manager of the London Capital science and technology portfolio strategy.
Martin joined GLC’s GWLIM equity team in 2006, and in 2017 joined the London Capital equity team with a continued focus on U.S. equities. He brings more than 16 years of industry experience to the team.
Martin is a CFA charterholder and has an honours bachelor of commerce degree from the University of Manitoba.
Benchmark source: Copyright®, FTSE is a trade mark of FTSE International Ltd and is used under license. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); and TSX® is a registered trademark of TSX. Copyright®, MSCI Inc.
Portfolio attributes and rates of return reflect the portfolio strategy used by the London Life segregated fund shelf.
Past performance is no guarantee of future results.
There is no guarantee that investment objectives, or risk or return targets discussed in this material will be achieved. No part of this material may be reproduced or redistributed in any form without express written permission of GLC Asset Management Group Ltd. The data provided is for information purposes only. This material is not intended to be read in isolation and may not provide a full explanation of all the topics that are presented and discussed. Information contained in this material has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. Furthermore, there can be no assurance that any trends described in this material will continue or that forecasts will occur; economic and market conditions change frequently. This material should not be considered a recommendation or offer to purchase or sell any particular investment.