Large Cap Growth
Objective
Seeks capital appreciation.
Portfolio Manager
Robert S. Takazawa, Jr., CFA, CIC - Earned a BBA in Finance in 1973 from the University of Notre Dame and an MBA in Finance in 1974 from Northwestern University. Since August 1999, Bob has been employed as a Vice President of CastleArk Management and has been primarily focused on large-cap companies. From June 1994 until July 1999, Bob was employed as a Vice President of Loomis, Sayles & Co., L.P., where he was responsible for co-managing its large-cap growth product. From June 1974 until May 1994, he was employed as a Senior Vice President of Kemper Asset Management, where he was responsible for its institutional equity products. Bob earned the Chartered Financial Analyst designation in 1981.
Strategy
Large Cap Growth portfolios are constructed utilizing a bottom-up approach. Individual stocks are analyzed and valued with respect to investment potential. The selected stocks are then assessed for the risk (beta, industry concentration, liquidity and size) that each has on the total portfolio using the BARRA risk factor model. Individual sector weightings are considered at this time. Given our focus on "Dominant Companies", turnover usually falls between 80% - 110%. Cash reserves are only a residual of the investment process and range from 0% - 5%.
