Evolution+

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Evolution+

Product Overview

Investment Objective

Evolution is a US-centric equity product, focused on technology and large-cap stocks. Our strategy involves deep analysis into individual companies, coupled with insight from technical and macro-economic perspectives, to construct a portfolio typically comprising 20-40 positions.

Typical Investor

Risk-tolerant individuals seeking targeted exposure to the technology sector and large-cap growth companies, aiming to benefit from innovation and market-leading advancements.

Investment Process

LHC’s dedicated investment team ensures all securities held within Evolution align with our disciplined long-term approach focused on concentrated exposure to high-growth, innovative business models. When analyzing potential investment opportunities, precedence is awarded to companies offering the strongest growth potential, market leadership, innovative capabilities, and earnings quality. Significant emphasis is placed on identifying companies leveraging artificial intelligence (AI) and other cutting-edge technologies to drive future growth. Idea generation is generally sourced via our multidimensional equity screening process accompanied by top-down macroeconomic analysis. Use of dynamic portfolio reporting systems, proprietary databases, and Bloomberg Terminal Access allows our team to actively monitor and manage holdings with a high level of conviction.

Investment Team

Robert-Stimson Robert Stimson - Portfolio Manager - Bio
James-Moise James Moise - Analyst - Bio
David-Mullen David Mullen - Analyst - Bio
Hampton-Boyd Hampton Boyd - Investment Associate - Bio

Product Facts

Structure Separately Managed Account
Inception 05/01/24
Category US Large Cap Growth
Benchmark Russell 1000 Growth
Holdings 20-40
Target Tracking Error 3%-9%
Sector Deviation  +/- 15%
Annual Turnover 25%-100%
Initial Position Size 0-8%

For Advisors

Portfolio *Representative Account*

As of 09/30/2024

Sector Weightings

Sector Rep. Account Benchmark
Communication Services 12.7% 12.7%
Consumer Discretionary 9.0% 14.1%
Consumer Staples 2.1% 3.6%
Energy 0.0% 0.4%
Financials 6.5% 6.3%
Health Care 7.8% 7.7%
Industrials 5.7% 4.6%
Information Technology 51.5% 49.1%
Materials 0.0% 0.7%
Real Estate 0.0% 0.6%
Utilities 0.0% 0.2%

Top 10 Holdings

Security Weighting
Apple Inc 12.3%
NVIDIA Corp 11.8%
Microsoft Corp 10.8%
Amazon.com Inc 6.9%
Alphabet Inc 6.5%
Meta Platforms Inc 5.0%
Cash/Money Market 4.9%
Broadcom Inc 3.5%
Berkshire Hathaway Inc 3.3%
Mastercard Inc 3.2%

Documents

Contact Us for Detailed Performance Report

Investment products and strategies are not guaranteed by Little House Capital LLC, are not insured by the FDIC or by any other government agency and may lose value. The information throughout this presentation is for illustrative purposes and is subject to change at any time. Holdings and sector weightings are subject to change and should not be considered investment advice or a recommendation to buy or sell a particular security. Actual holdings may vary by client. This information is supplemental to the GIPS Report. Performance returns of less than one year are not annualized. This managed account strategy involves risk, may not be profitable, may not achieve its objective, and may not be suitable or appropriate for all investors. Investors should consider the investment objectives, risks, and fees of this strategy carefully with their financial professional before investing.  For legal and tax matters, legal and tax advisors should be consulted. All material is believed to be reliable, but accuracy is not guaranteed. This is not a warranty for liability on decisions based on such information. The Russell 1000 Growth is designed to be leading indicators of U.S. Equities and is meant to reflect the risk/return characteristics of the large cap universe. This is not a solicitation for any order to buy or sell securities.

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Little House Capital, LLC

  • 35 Braintree Hill Park
    Suite #100
    Braintree, MA 02184

  • 71 Elm Street
    Worcester, MA 01609

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    Bedford, NH 03110

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Little House Capital, LLC was awarded America’s Top Financial Advisory Firms: 2025 on November 19, 2024, for the year 2025. America’s Top Financial Advisory Firms: 2025 was created by Plant-A Insights and Newsweek and is awarded based on a variety of factors that are linked here. Little House Capital, LLC has only provided compensation directly to Plant-A Insights and Newsweek for the licenses of the award and did not provide compensation to be given this award.

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