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US Growth Investing: Why Now?

In the last few years, we have seen impressive bull market returns in the US equity space, however, strong economic fundamentals and 17x multiples implies strong equity returns that have yet to be realised. Interest rates and inflation remain at historic lows, corporate earnings continue to impress, US economic growth is accelerating, employment and housing numbers are strong and getting stronger, and consumers and businesses alike will soon start reaping the benefits of cheaper oil. Given these conditions, as a long only, active stock picker, we will explain why we see such tremendous opportunity in the US growth equity space right now. Using our proprietary fundamental research and financial analysis, we continue to identify the very best of the growth universe and then actively trade those names.
Recorded May 13 2015 39 mins
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Presented by
Mike Clulow, Portfolio Manager and Don Klotter, Client Portfolio Manager, New Capital US Growth Fund
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New Capital Funds by EFG Asset Management
New Capital is a specialist investment house, with high-conviction funds designed to produce long-term outperformance for clients. New Capital is a brand of EFG Asset Management, the investment arm of global private banking group EFG International.

New Capital UCITS funds are accessible via over 20 platforms and are registered for sale in Austria, France, Germany, Hong Kong, Luxembourg, Singapore (accredited investors only), Spain, Sweden, Switzerland, The Netherlands and UK.

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  • Title: US Growth Investing: Why Now?
  • Live at: May 13 2015 8:15 am
  • Presented by: Mike Clulow, Portfolio Manager and Don Klotter, Client Portfolio Manager, New Capital US Growth Fund
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