The GS+A Growth Portfolio's objective is to achieve significant long-term
capital appreciation over time.
This
portfolio is a “growth at a reasonable price” (GARP) portfolio.
This portfolio is composed of companies with a sustained
competitive advantage, evidence of strategic execution over the entire course of the business
cycle, and proven management ability.
These strong companies are
supplemented with equities that we perceive as having attractive intrinsic
valuations in the presence of improving fundamentals.