ILCG - Large-Cap Growth Investing In Today's Market Landscape

Summary

• We believe that investors will differentiate and favor stocks based on quality factors as companies with higher-quality and growth characteristics are more likely to weather the storm.
• We seek to identify industries whose profits are growing at least as fast, or ideally faster, than the overall economy.
• Regardless of where we are in the broader economic cycle, we continue to focus on investing in quality growth companies in quality growth industries that we believe can outperform the market and create long-term alpha.

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