Finding Opportunities in a Low-Growth Environment

The Perennial Growth strategy is a concentrated stock portfolio for clients with longer investment time periods that seek capital appreciation over preservation. Perennial Growth will move independently of the S&P 500 over time with performance driven by investment selection rather than broad market moves.



  • Despite the current low growth economic environment, there are many companies with significant appreciation potential over the intermediate term
  • Identifying these companies requires a fundamental, bottoms-up, research-driven approach
  • Growth investing requires a longer term time horizon and higher risk tolerance



Download Perennial Growth Fact Sheet