Evolution+

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.