fundamental, active investing

We offer five growth strategies, with all portfolios constructed using the same investment philosophy and process. 

 
shutterstock_151631654.jpg
 
 

Large-Cap Growth

Portfolio Managers

Chris Bonavico
Portfolio Manager, Research Analyst

Chris Ericksen
Portfolio Manager, Research Analyst

Dan Prislin
Portfolio Manager, Research Analyst

Jeff Van Harte
Chairman, Chief Investment Officer

Benchmark
Russell® 1000  Growth

Market Cap
>$3B

Range of Securities
25-35

Inception of Composite
04.30.2005

 

NPP_0188.jpg

Global Growth

Portfolio Managers

Chris Bonavico
Portfolio Manager, Research Analyst

Patrick Fortier
Portfolio Manager, Research Analyst

Greg Heywood
Portfolio Manager, Research Analyst

Benchmark
MSCI ACWI®

Market Cap
>$1B

Range of Securities
35-45

Inception of Composite
12.31.2008

NPP_0019.jpg

SMID-Cap Growth

Portfolio Managers

Chris Bonavico
Portfolio Manager, Research Analyst

Ken Broad
Portfolio Manager, Research Analyst

Benchmark
Russell® 2500  Growth

Market Cap
<$7.5B at purchase to $15B

Range of Securities
25-35

Inception of Composite
04.30.2005

NPP_0340.jpg

Select 20 Growth

Portfolio Managers

Chris Bonavico
Portfolio Manager, Research Analyst

Ken Broad
Portfolio Manager, Research Analyst

Dan Prislin
Portfolio Manager, Research Analyst

Jeff Van Harte
Chairman, Chief Investment Officer

Benchmark
Russell® 3000  Growth

Market Cap
>$1B

Range of Securities
15-25

Inception of Composite
04.30.2005

NPP_0246.jpg

All-Cap Growth

Portfolio Managers

Ken Broad
Portfolio Manager, Research Analyst

Chris Bonavico
Portfolio Manager, Research Analyst

Chris Ericksen
Portfolio Manager, Research Analyst

Ian Ferry
Portfolio Manager, Research Analyst

Patrick Fortier
Portfolio Manager, Research Analyst

Greg Heywood
Portfolio Manager, Research Analyst

Dan Prislin
Portfolio Manager, Research Analyst

Jeff Van Harte
Chairman, Chief Investment Officer

Benchmark
Russell® 3000  Growth

Market Cap
>$1B

Range of Securities
70-90

Inception of Composite
05.31.2005

NPP_0231.jpg

The Russell 1000 Growth Index measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® companies with higher price-to-book ratios and higher forecasted growth values. For comparison purposes, the index is fully invested and includes the reinvestment of income. 


MSCI All Country World Index®. The MSCI All Country World Index is a free float-adjusted market capitalization weighted index designed to measure equity market performance across developed markets world-wide.  The index is a service mark of MSCI Barra.  MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used as a basis for other indices or any securities or financial products. This report is not approved, reviewed, or produced by MSCI.


The Russell 2500 Growth Index measures the performance of the small- to mid-cap growth segment of the U.S. equity universe. It includes those Russell 2500™ companies with higher price-to-book ratios and higher forecasted growth values. For comparison purposes, the index is fully invested and includes the reinvestment of income.


The Russell 3000 Growth Index measures the performance of the broad growth segment of the U.S. equity universe. It includes those Russell 3000® companies with higher price-to-book ratios and higher forecasted growth values. For comparison purposes, the index is fully invested and includes the reinvestment of income. 


Indices are unmanaged, and one cannot invest directly in an index. All third-party marks are the property of their respective owners.