Robert Stimson - Portfolio Manager - 
James Moise - Analyst - 
David Mullen - Analyst - 
Hampton Boyd - Investment Associate - Contact Us
Little House Capital
35 Braintree Hill Park
Suite 100
Braintree, MA 02184
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.
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.