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A Singular Focus on Concentrated Portfolios of High-Growth Companies


Anthony Zackery

Anthony Zackery, CFA
Portfolio Manager
Zevenbergen Capital Investments LLC

Moderated by:

Joe Terranova

Joe Terranova
Chief Market Strategist
Virtus Investment Partners

Anthony Zackery joined Virtus Chief Market Strategist Joe Terranova for a discussion on the composition of, and opportunities for, the high-growth Virtus Zevenbergen Innovative Growth Stock Fund.

Highlights include:

  • How subsets of the technology, consumer discretionary, and healthcare sectors were “pulled forward” by the changes to how we live and work caused by COVID-19
  • How, as “unapologetic growth investors,” ZCI selects names for the portfolio and why a long time horizon is a central factor to the portfolio’s composition
  • Whether valuations matter to a growth investor

Watch the video

Zevenbergen Capital Investments’ industry trends and observations are the result of research conducted by the portfolio management/research team. These observations reflect their industry expertise and have been prepared using sources of information generally believed to be reliable; however, their accuracy is not guaranteed. Opinions represented are subject to change and should not be considered investment advice. 

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