INVESTMENT PROCESS

ZCI adheres to a fundamental growth investment process through all market conditions, and believes this execution is critical for achieving long-term, superior results. Our bottom-up methodology begins with a 360º view of the investment landscape, thoroughly screening every sector of the economy for stocks with robust growth characteristics.

  • Ideas are generated from traditional as well as unconventional sources
  • Stocks are screened for minimum 15% projected growth in revenues, cash flow and/or earnings
  • Growth catalysts are evaluated for strength and longevity
  • Financial data is analyzed for sustainability and growth flexibility
  • Valuations are scrutinized during portfolio construction and consistently monitored thereafter

Our firm's research efforts culminate in a portfolio of approximately 40-60 equities, representing our 360º examination of growth opportunities. Stock selection is the primary driver of investment returns, a function of the relative strength of underlying company fundamentals, not benchmark emulation.

 
 

Zevenbergen Capital Investments LLC • 601 Union Street, Suite 4600 • Seattle, WA 98101

ZCI's website is owned by Zevenbergen Capital Investments LLC. This website is intended for individual and institutional investors of the United States and should not be viewed as a solicitaion or offer of services in any jurisdiction where ZCI is not qualified to do business. ZCI's website content is provided for informational purposes only and does not constitute a recommendation or advice.