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INSTITUTIONAL | LARGE CAP GROWTH EQUITY
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Dearborn Partners, LLC
Dearborn Partners’ Large Cap Growth product invests in high-quality, established companies that offer attractive long-term risk-adjusted returns.
Our disciplined approach begins with extensive "bottom-up," fundamental analysis of specific companies followed by detailed
economic analysis to confirm attractive current and future business trends. Our portfolio typically encompasses 50 – 70 stocks with a weighted
average market capitalization significantly higher than the benchmark index. These securities maintain strong competitive advantages that allow
them to generate consistent earnings growth in excess of the market. Additionally, companies are purchased which stand to benefit from an upcoming
event or catalyst that will accelerate earnings growth and drive P/E multiple expansion. Our consistent strategy of investing in "best-of-breed"
companies allows us to avoid style drift and to generate superior performance over the long-term for our clients.
| Investment Team |
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Wayne C. Stevens - Portfolio Manager |
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Michael B. Andelman - Analyst |
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Matthew R. Lockridge - Analyst |
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Tom Horner - Portfolio Manager |
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Bernie Myszkowski - Portfolio Manager |
Logan Capital Management, Inc.
We offer a Large Cap Growth product through a sub-advisory relationship with Logan Capital Management, Inc. in Ardmore, PA.
Logan's investment universe consists of fast-growing, U.S.-traded securities with a market
capitalization greater than $5 billion and prospects for superior price performance over the next 12 months. Logan begins with a "top-down,"
macroeconomic review of the markets, followed by specific sector analysis and allocation. Extensive technical analysis is used to determine
specific security selection. The resulting portfolio is a fairly concentrated representation of the Russell 1000 Growth Index consisting of
approximately 35 – 45 stocks.
| Investment Team |
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Al Besse - Portfolio Manager/Analyst |
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David P. Harrison - Portfolio Manager/Analyst |
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Stephen S. Lee - Portfolio Manager/Analyst |
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Dana H. Stewardson - Portfolio Manager/Analyst |
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