CCM Strategies

Cupps Concentrated Growth Strategy

Cupps Concentrated Growth Growth Strategy invests primarily in companies above $2 billion in market cap that are experiencing or are postitioned to experience above average earnings growth. The strategy makes concentrated investments, typically holding fewer than 20 position sizes ranging from 3% to 15 % of the portfolio. The objective of the strategy is long-term capital appreciation and performance superior to that of its benchmark, the Russell 1000® Growth.