THE POWER OF GROWTH®

Stephens Leaders & Innovators All-Cap Growth Strategy

Stephens Leaders & Innovators All-Cap Growth Strategy

Stephens Investment Management Group, LLC is the investment adviser to the Stephens Leaders & Innovators All-Cap Growth Strategy. This diversified strategy seeks long term growth of capital by investing in small, mid and large cap growth companies.

We select growth companies that we consider to be Leaders and/or Innovators in a particular industry that provides opportunities to capitalize on their success. Companies characterized as Leaders follow our Core Growth approach to investing. These are established growth companies that have achieved above average growth. Typically such companies have achieved this by having a defensible business model, quality management team and/or unique product opportunity in a large market. Companies characterized as Innovators follow our Earning Catalyst approach to investing. These tend to be growth companies that develop products and services, exploit new opportunities or possess a unique advantage over competitors.

The result is a diversified portfolio that has exposure to small, mid and large-cap companies that follow our disciplined investment philosophy and process. The small and mid-cap companies contained within the portfolio may involve greater risk than investing in more established large-cap companies, and the prices of small and mid-company stocks may be more volatile than those of larger company stocks.


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