Amplified Growth Strategy

A concentrated portfolio of category-leading, high-growth companies positioned at the forefront of the market's most compelling secular themes.

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Overview

Our Amplified Growth strategy targets category-leading companies operating at the intersection of the market's highest-conviction secular growth themes. We seek businesses with dominant competitive positioning, accelerating revenue trajectories, and the earnings power to justify premium valuations — prioritizing durable, compounding growth over near-term multiple comfort.

This strategy typically holds 15-20 concentrated positions, reflecting high conviction in each holding. Our investment process favors companies with expanding addressable markets, structural competitive moats, and management teams with proven execution track records, designed to complement more conservative GARP-oriented allocations for investors seeking differentiated long-term growth potential.

Portfolio Managers

Andy Zamfotis Headshot
Andy Zamfotis, CFA Portfolio Manager

Secular Growth Leaders

Focus on category-defining companies operating at the forefront of the market's most durable, high-conviction growth themes.

Premium Valuations, Justified

Emphasis on businesses with the earnings power, expanding addressable markets, and competitive moats to support above-market multiples.

Concentrated Conviction

A deliberately tight portfolio of high-conviction positions designed to maximize exposure to our best ideas.

Strategy Details as of 6/30/26

Inception Date January 1, 2023
Investment Philosophy Concentrated exposure to category-leading companies driving secular growth across the market's highest-conviction themes
Target Universe Large and mega capitalization companies ($10B+ market cap) with dominant competitive positioning and accelerating growth profiles
Portfolio Construction Highly concentrated (typically 15-20 holdings)
Typical Turnover 35-50% annually
Benchmark Russell 1000 Growth, S&P 500
Risk Management Position sizing discipline and ongoing evaluation of competitive moat durability and earnings trajectory
Key Differentiator Deep conviction in a small number of secular growth leaders with expanding addressable markets
Return Objective Long-term capital appreciation
Investment Style Aggressive Growth
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