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Verus Portfolios > Verus US Focus Growth

Verus US Focus Growth

Purpose:
The Verus U.S. Focus Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of outstanding businesses with competitive advantages and the potential for sustained superior growth.

Investment Objectives:
  1. Concentrated Portfolio – “High Active Share”

  2. Long-term focus on company fundamentals and competitive advantages.

  3. Risk Management – “Don’t lose mentality”

  4. Weighing Machine vs. Voting Machine

  5. Outcome Orientation

Performance History

As of June 30th, 2022

Portfolio Growth of $100,000 Investment

Annualized Performance (%)

Trailing-Period Performance (%)