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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. As part of CCI’s longstanding
investment discipline, the portfolio is constructed using minimum position sizes
and diversification tools listed below. 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. Please see our Fact Sheet
for information about performance returns.
CCI's objective is to have a diversified portfolio of
positively surprising stocks:
- Portfolios Typically Hold 40 to 60 Issues
- Invest in Companies > $3 Billion Market Cap
- 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
These are general portfolio construction and risk management guidelines subject to
the discretion of the investment manager and clients’ specific portfolio mandates. No
assurance can be given that the investment objective of the portfolio will be achieved.
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