Hartwell Conservative Growth

Maximize long-term total return over time by holding a diversified portfolio of medium and large capitalization companies which are believed to possess significant potential for growth.

The strategy aims to provide excess returns through investment cycles through a bottom up value added stock selection process melded to a proactive asset allocation approach focused on managing risk.

Portfolio structure: 45 - 55 Holdings, 10 Industry groups or more
Minimum account size: $1 Million
Fee: 1% per annum of assets under management
Benchmark Index: S&P 500

Please note that this investment approach may not be available at all times for new investors due to capacity or other constraints.

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