This strategy has been on better footing since a subadvisor overhaul placed Silvant Capital Management’s Michael Sansoterra at the helm in July 2022. Since then, Michael and comanagers Brandi Allen and Sandeep Bhatia have done a commendable job of constructing a concentrated large-cap portfolio while remaining diligent about risk management.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AFGFX’s performance objective and investment process is for both security selection and portfolio construction.
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