The strategy seeks long-term capital appreciation by investing in specific growth sectors that benefit the most from changing demographics of the population.
What is the Millennium Strategy?
• Concentrated portfolio of primarily large-capitalization securities in finance, healthcare, and technology sectors as well as internationally diversified corporations.
• Portfolio consists of companies considered to have high growth potential and attractive valuations by the firm’s Investment Committee.
• Given the concentration of holdings and targeted sector selection, investors should expect higher-than-average volatility.