Concentrated Large Growth

Objective

The Torray Concentrated Large Growth Strategy (CLG) seeks to deliver attractive risk-adjusted returns with lower levels of overall market and portfolio risk over a five-year investment horizon.

Strategy

CLG uses our battle-tested, risk-managed approach to build a concentrated portfolio of businesses with consistent, profitable growth, strong balance sheets, and shareholder-oriented management. CLG primarily invests in large-cap stocks but can opportunistically invest in medium-sized businesses.

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Role In A Diversified Portfolio

CLG can be paired with a more aggressive growth manager, used as a satellite to a passive broad-market index, or as a standalone allocation. Its benefits include dampening volatility and lowering overall beta exposure in client portfolios.