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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.

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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

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Performance History

As of DECEMBER 31ST, 2022

Portfolio Growth of $100,000 Investment

Annualized Performance (%)

Trailing-Period Performance (%)

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