About the Strategy
A Risk-Managed Approach to Investing in Growth and Innovation
Benchmark
Separate Account
Collective Investment Trust, and Mutual Fund (Y and K shares)
Inception Date
September 1, 1990
Vehicles
Separate Account
Comingled Fund
Mutual Fund
The Amundi US Mid Cap Growth Equity Strategy combines a core allocation to established growth companies with a measured allocation to companies that are emerging and/or experiencing structural change.
Overview
We believe in:
Focusing on Advantaged Companies:
- Companies with a competitive advantage and/or a unique set of assets, a strong business model, an attractive industry structure, and multiple avenues for growth.
Employing a Diversified1 Approach:
- We diversify by maintaining exposure to four distinct areas of growth companies and limiting stock specific risk.
Maintaining a Valuation Discipline
- For every company in the portfolio we assess the intrinsic value and determine the company's upside/downside potential.
1Diversification does not guarantee a profit or protect against a loss.
Why Amundi US?
We seek to identify industry tailwinds and companies well-positioned to benefit from structural changes using fundamental analysis. We focus our analysis on companies that we believe can achieve growth over time as well as companies that we believe are on the verge of achieving fundamental business improvement (often as a result of industry change).
Key features of the Amundi US Mid Cap Growth Equity Strategy include:
Strategic Asset Allocation: The Strategy allocates assets strategically across four growth areas with the goal of providing a risk managed exposure that combines a core allocation to established growth companies with a measured allocation to companies that are emerging and / or experiencing structural change:
- Compounding Growth
- Classic Growth
- Emerging Growth
- Structural Growth Beneficiaries
Risk is Quantified for Every Holding: The portfolio managers typically require that new holdings have attractive upside potential versus downside risk under bull and bear case assumptions.
An Experienced Sector-Focused Portfolio Management Team: Ken Winston, Shaji John and David Sobell are co-portfolio managers on the Strategy. Ken covers the information technology, communication services, and consumer sectors. Shaji covers industrials and materials. David Sobell covers the health care sector. The sector expertise of each of the portfolio managers allows them to add value beyond what a typical portfolio manager with only general knowledge of sectors and stocks would be able to add.
Portfolio Management
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Ken Winston
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Shaji John |
David Sobell |
This information is exclusively intended for “Professional” investors within the meaning Directive 2014/65/EU of the European Parliament and the Council of 15 Many 2014 on Markets in Financial Instruments (as amended) (MIFID II). It is not intended for the general public or for non-professional individual investors within the meaning of all local regulations, or for “US Persons”, as defined in the Securities and Exchange Commission’s “Regulation S” under the 1933 U.S. Securities Act. This non-contractual information does not under any circumstances constitute an offer to buy, a solicitation to sell, or advice to invest in financial instruments of Amundi or one of its affiliates (“Amundi”). Investing involves risks. The performance of the strategies is not guaranteed. Past performance does not predict future results. Investors may lose all or part of the capital originally invested. There is no guarantee that ESG considerations will enhance a strategy’s performance. The decision of investors to invest in the promoted strategies should take into account all characteristics of objectives of the strategies. All investors should seek professional advice prior to any investment decision, in order to determine the risks associated with the investment and its suitability. Amundi assumes no liability, either direct or indirect, resulting from the use of any of the information contained in this document, and shall not under any circumstances be held liable for any decisions taken on the basis of this information. This information may not be copied, reproduced, modified, translated or distributed, without the prior written approval of Amundi. This information is provided to you based on sources that Amundi considers to be reliable at the date of publication, and it may be modified at any time without prior notice.