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WP Select Quality Growth Strategy

Follows a transparent and repeatable process with the goal of identifying US large-cap companies that have the the ability to sustain an extended period of high growth

  • Can serve as a core large-cap allocation providing broad exposure to high-growth companies

  • Typically holds between 25 - 30 stock positions while seeking to maintain a 2 - 4% tracking error to the benchmark

  • Quarterly and as-needed strategy rebalancing

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