Zevenbergen Growth Equity Portfolio
 In 1987, Zevenbergen Capital introduced its flagship product, the Zevenbergen Growth Equity Portfolio. This discipline is moderately diversified with high-growth companies from varied industries as well as capitalization ranges. Each stock is individually selected following an in-depth, bottom-up research process predicated on robust, sustainable revenue and earnings growth. The process culminates in a concentrated portfolio of companies within rapidly expanding industries.

ZTech Growth Equity Portfolio
The ZTech Growth Equity Portfolio was created in 1994, utilizing the same aggressive growth philosophy, but focusing research efforts on just those industries transformed by global technology innovations. This non-diversified portfolio is composed of stocks from the technology, communications and media sectors, as well as any industries benefiting from the latest advancements in research and development endeavors.

Zevenbergen Emerging Growth Equity Portfolio
The Zevenbergen Emerging Growth Equity Portfolio was established in 1997 to emphasize the investment focus on companies with capitalizations under $10 billion. The portfolio contains a combination of more established businesses with revenue and earnings growth rates greater than the benchmark, as well as promising emerging companies with faster growth potential. The portfolio is crafted by individual stock selection following the original, bottom-up research process. This concentrated portfolio strategy is moderately diversified.

 
 

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