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Stock selection for CCI's Large Cap Growth
portfolios emphasizes large company stocks defined as those
with capitalizations greater than $3 billion. The portfolio is
assembled using strict diversification rules and CCI relies on
its investment discipline for its outperformance. The goal for
this portfolio is to outperform both the Russell 1000 Growth
Index as well as the S&P 500 over a market cycle.
CCI's objective is to have a diversified portfolio of
positively surprising stocks:
- Portfolios Typically Hold 40 to 50 Issues
- Top Ten Holdings Represent 30-40%
- Minimum Initial Investment 1%
- Maximum Holding Size 5%
- Diversify into a Minimum of Six Themes
- Maximum Sector Exposure the greater of 25% or +10% over Index
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