The Long Only Growth Portfolio was created in 2001, as a way to provide our clients with access to an investment vehicle carrying a greater potential for outperformance / returns. As with any investment, there is obviously a distinct tradeoff between risk and reward which must be considered. In the past six years, the Long Only Growth Portfolio has outperformed its benchmark - the S&P 500 Index.
Description
The Long Only Growth Portfolio is an individual discretionary managed portfolio which is offered through our affiliated registered investment advisor firm named Church Street Capital Advisors, LLC (CSAC). The LOGP provides a unique opportunity for an investor looking to take advantage of the ever changing macro-economic environment. It is encouraged that interested parties have a 3-5 year investment timeline in order to reap the full benefits of the LOGPs management style. The portfolio employs fundamental, technical and quantitative analysis for equity selection and maintains an active equity replacement and risk management methodology which is based on our distinctive three-tiered investment model and market philosophy.
To maintain it’s consistency with all types of accounts the portfolio does not utilize any leverage, equity shorts, options, commodities or futures. However, it does incorporate some alternative investment allocation through exchange traded funds, bonds, and preferred equities.
The managers responsible for the Long Only Growth Portfolio are Kevin Tuttle, Greg Collins, and Frank Walden, all of whom are designated as Investment Advisor Representatives. For more information regarding the LOGP please contact us via email.
For further information about Church Street Capital Advisors, LLC please review Form ADV Part I and Form ADV Part II.
