Zevenbergen Growth Equity SMA
Zevenbergen Growth Equity SMA
![Accent Image - Ashim](https://www.virtus.com/files/assets/images/original/1498148241_ashim-d-silva-83467.jpg)
Resources
Investment Objective
To generate attractive long-term capital appreciation by investing in a concentrated portfolio of companies across capitalizations and in different phases of their life cycles that exhibit strong growth expectations
Investment Philosophy
Zevenbergen believes that a concentrated portfolio of well-researched companies, combined with active management decisions, will outperform broadly diversified benchmarks over an appropriate time horizon. By maintaining an independent, fundamental research focus, the portfolio management team is able to identify and capitalize on potential investment opportunities that may enhance performance results.
Investment Partner
Zevenbergen Capital Investments LLC
Since 1987, Zevenbergen Capital Investments specializes in innovative growth equity strategies. The investment team applies rigorous fundamental research to build concentrated portfolios of high-growth companies that are driving disruptive innovation, often through technological advances.
Learn more about Zevenbergen Capital Investments LLC
Investment Professionals
![Joe Dennison](https://www.virtus.com/files/assets/images/smaller/1499997180_Joe-Dennison.jpg)
Joseph Dennison, CFA
Portfolio Manager
Industry start date: 2011
Start date as fund Portfolio Manager: 2011
![Anthony Zackery](https://www.virtus.com/files/assets/images/smaller/1499997213_Anthony-Zackery.jpg)
Anthony Zackery, CFA
Portfolio Manager, Sustainable Investment Lead
Industry start date: 2011
Start date as fund Portfolio Manager: 2011
![Nancy Zevenbergen](https://www.virtus.com/files/assets/images/smaller/1495653670_zevenbergen.jpg)
Nancy Zevenbergen, CFA
President, Chief Investment Officer, Portfolio Manager
Industry start date: 1981
Start date as fund Portfolio Manager: 1987