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.
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