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Growth Strategy

The Growth Strategy seeks long-term growth of capital by investing primarily in large-capitalization companies. The strategy invests across approximately 30 holdings, opportunistically focusing on companies with a consistent history of earnings growth.

The strategy may invest assets in securities of foreign companies or ETFs of foreign indices, including emerging markets.

Performance Report

Performance Report

Download Our GJCM Performance Report           Q3-2021 Growth (pdf format).

The above image is not current performance data.  Please click on the above image for updated performance numbers.

Top Ten Holdings as of 9/30/2021

Sorted alphabetically by company name.  Holdings are subject to change after the date presented.  Quotes are 15 minute delayed.