A pure, active equity strategy that incorporates Cadinha’s top-down and macro-oriented investment views with a diligent, bottom-up security selection process. This strategy typically invests in 20–40 stocks, ADRs and ETFs and may utilize various levels of cash equivalents to mitigate risk or when investable opportunities are limited.
Growth Equity Fact Sheet• Employee Benefits Funds • Endowments • Corporations • Governments • Banks • Insurers •
