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Christian Large Cap Growth


The Fund invests in a diversified portfolio of large cap growth stocks that meet Christian guidelines. The Fund seeks to achieve a strong outperformance against its Benchmark of the Russell 1000 Growth Index in both up and down markets. The initial selection universe is the Russell 1000 Index from which we exclude stocks less than $5 and stocks that do not meet Christian guidelines, employing the screens developed by the Conference of Catholic Bishops. We also exclude highly priced stocks, as measured by their forward-looking PEG Ratio. We then select stocks with good price momentum that show strong Earnings Pressure, a proprietary measure of revisions in analysts' estimates of future earnings. The quantitative stock selection process is disciplined and objective, so that there is no style drift over time. The Fund is also very tax efficient for taxable investors.


For further information on this strategy and its performance, please contact us.