Growth Investment Strategy
Growth Investment Strategy
The FBB Growth Strategy invests primarily in mid to large-cap U.S.-based equities to provide capital appreciation within a well-diversified strategy and framework. The Growth Strategy, along with FBB’s other investment strategies (Core, Income, and ESG), maintains a focus on fundamentals, including high-quality companies with favorable balance sheets, barriers to entry, improving margins, and the potential to gain market share. The Growth Strategy’s focus on capital appreciation weights the portfolio more heavily toward growing companies with sales and profits that tend to meet or exceed investor expectations. The Growth Strategy also has the ability to own stocks in various economic sectors with weightings that are above or below the average market weighting. Additionally, the Growth Strategy has the flexibility to add portfolio diversification by investing in small-cap and international stocks. The Growth Strategy involves a relatively concentrated group of high-conviction securities that have an opportunity to make an impact on portfolio performance.
The strategy is typically suitable for a portion of a client’s total portfolio or clients with an objective of Capital Appreciation, a tolerance for higher volatility, and an investment time horizon of at least five years.
Please contact us to learn more about our Growth Investment Strategy.
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Frequently Asked Questions
What is the Growth Investment Strategy at FBB Capital Partners?
Our Growth Investment Strategy is focused on long-term capital appreciation. It emphasizes equities and other growth-oriented investments to help clients build wealth over time.
Who is this strategy best suited for?
This approach is typically ideal for investors with a longer time horizon (minimum of five years) and a higher tolerance for market volatility in exchange for the potential of higher returns.
What types of investments are included in a growth portfolio?
Portfolios may include U.S. and international equities with strong fundamentals that we expect to deliver above average long-term growth characteristics.
How is risk managed in the Growth Strategy?
While the strategy seeks higher returns, and can be more concentrated than our other strategies, it does diversify across sectors and geographies to help reduce risk and volatility.
Can the Growth Strategy be combined with other strategies?
Yes, we often blend the Growth Strategy with other investment approaches to meet a client’s broader financial goals and risk profile.
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If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.