The Zevenbergen Growth Fund traces its history to the firms’ flagship investment strategy. The investment DNA focuses on identifying wealth-creating companies and weighting those positions based on our conviction in the business model and underlying progress of the company. This is not the common wide-angle approach to investing (diluting potential winners by owning a large number of holdings). There are more securities than the Zevenbergen Genea Fund; however, it’s still a “do the research and invest like you mean it” approach. To us, it’s more than a fund, it’s our passion.
Need more information?
ZEVENBERGEN GROWTH FUND
Fund Fact Sheet (print a pdf)
Recent Quarterly Commentary and Performance
How to Invest (where our funds are available)
Regulatory Documents and Account Applications
Summary Prospectus (abbreviated disclosure)
Statutory Prospectus (full disclosure)
Statement of Additional Information (everything else)
U.S. Bancorp Account Applications
Semi Annual Report