Zevenbergen Capital Investments
For nearly two decades, Zevenbergen Capital Investment's (ZCI) investment team has worked together, applying rigorous fundamental research to build exclusively high growth portfolios. The continuity of people and process through various market environments has been critical to the delivery of competitive long-term results.
The investment philosophy and stock selection process are predicated on revenue, cash flow, and earnings growth being the essential catalysts to stock price appreciation, in conjunction with quality management and solid financials to help moderate downside risk. The investment team adheres to this growth investment philosophy with strict discipline. Regardless of market environment, the fund exhibits robust growth characteristics.
The firm emphasizes original research, preserving objectivity from Wall Street biases. By maintaining an independent, fundamental research focus, the team is able to identify and capitalize on investment opportunities that may enhance performance results. In addition, the firm steadfastly maintains that concentrated positions in well-researched companies, combined with active management decisions, will outperform broadly diversified benchmarks given an appropriate time horizon.
| Fund | Benchmark | Inception* | AUM** (Mil) |
|---|---|---|---|
| Aggressive Growth Stock | Russell 3000© Growth Index | February 2004 | 85.7 |
| Emerging Growth Stock | Russell Midcap© Growth Index | February 2004 | 11.2 |
For separately managed accounts, please visit: www.zci.com
For mutual funds:
RidgeWorth Aggressive Growth Stock Fund
RidgeWorth Emerging Growth Stock Fund
This list of strategies is not all inclusive.
* Inception of the registered mutual fund. The inception of the institutional composite may differ.
** As of 12/31/11.
- Shareholder Access
Shareholder Access
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- Daily Fund Performance
Daily Fund Performance
The most recent closing prices, yields and total returns of each RidgeWorth Fund.
- Fact Sheets
Fact Sheets
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- Performance Comparison
Performance Comparison
View a fund's performance relative to benchmarks and Morningstar and Lipper peer groups.
- 2011 Capital Gains Distributions (PDF 112 KB)
- RidgeWorth Funds Capital Gains Frequently Asked Questions (FAQs) (PDF 130 KB)
- Seix Floating Rate High Income Fund Fact Sheet (PDF 112 KB)
- High Income Fund Fact Sheet (PDF 97 KB)
- Total Return Bond Fund Fact Sheet (PDF 96 KB)
