|Objective & Approach|
The objective of the Walden High Quality Growth strategy is to outperform the Russell 1000 Growth Index with less risk over a full market cycle. The strategy focuses on companies with higher financial quality, attractive long-term growth prospects, and portfolio diversification. Walden's high quality emphasis guides security selection, and the portfolio composition policy considers sector exposure and style factors.
In addition to traditional financial analysis, Walden evaluates companies on their environmental, social and corporate governance (ESG) performance. We evaluate practices relative to peers, improvement over time, management systems, and accountability through public reporting and responsiveness to shareholders. Walden advocates for improvements in portfolio company ESG practices through dialogues, meetings and shareholder resolutions. Walden’s ESG engagement activities focus on areas that help better position companies in a competitive marketplace.
|Asset Class||Growth Equity|
|Benchmark||Russell 1000 Growth|
|Inception Date||January 1, 1996|
|Number of Holdings||Approximately 65|