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A Singular Focus on Concentrated Portfolios of High-Growth Companies

Featuring:

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. 

IMPORTANT RISK CONSIDERATIONS: Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small or medium-sized companies may enhance that risk. Foreign Investing: Investing internationally involves additional risks such as currency, political, accounting, economic, and market risk. Industry/ Sector Concentration: A fund that focuses its investments in a particular industry or sector will be more sensitive to conditions that affect that industry or sector than a non-concentrated fund. Limited Number of Investments: Because the fund has a limited number of securities, it may be more susceptible to factors adversely affecting its securities than a less concentrated fund. Market Volatility: Local, regional or global events such as war, acts of terrorism, the spread of infectious illness or other public health issue, recessions, or other events could have a significant impact on the fund and its investments, including hampering the ability of the fund’s portfolio manager(s) to invest the fund’s assets as intended. Prospectus: For additional information on risks, please see the fund’s prospectus. 

Please consider a Fund’s investment objectives, risks, charges, and expenses carefully before investing. For this and other information about any Virtus Fund, contact your financial representative, call 800-243-4361, or visit virtus.com for a prospectus or summary prospectus. Read it carefully before investing.

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