Portfolio Management / PORTFOLIO MANAGEMENT

We manage both equity and balanced portfolios for individuals and institutions that are taxable and tax-free. Each account can be customized and is managed separately in accordance with client objectives. We focus all of our energy on finding great companies for our clients to own over an extended period of time. We believe that wealth is created by long-term investments in successful and well-managed companies. We place great emphasis on quality of management and spend significant time getting to know and understand the people who run these businesses.

How We Add Value

Our Research – Perform independent, focused research to find undiscovered companies,
investigate them diligently, and avoid poorly managed companies.
Our Patience – Focus on the long-term investment horizon allowing the company to
manage the business, not the stock.
Our Size – With $4.12B in assets (as of 06/30/17), we only need 30-50 great companies to achieve strong
outperformance. Outsized positions prove our conviction in our names. Great team
communication allows for nimble portfolio management.

Strategies

All Cap Growth
DF Dent has been managing All Cap Growth portfolios since the firm’s inception in 1976. These portfolios are very concentrated and have very low turnover. They are comprised of large, mid and small capitalization companies. The advantage of an All Cap strategy lies in the ability to research companies regardless of size and own great companies as they grow through a market cap boundary. As of June 30, 2017, approximately $3.28B or 80% of DF Dent’s assets are managed with an All Cap Growth strategy. The minimum portfolio size for any new All Cap individual account is $5,000,000; The minimum portfolio size for an All Cap institutional account is $10,000,000; And for accounts that don’t meet our minimum, we offer an All Cap mutual fund.  Please click here to find more information on DF Dent’s All Cap Separately Managed Accounts.

Midcap Growth
DF Dent has been managing Midcap Growth portfolios since 1995. These portfolios are comprised of primarily midcap companies from our All Cap strategy. These portfolios enjoy the same low turnover and have even greater concentration than our All Cap strategy. The minimum portfolio size for any new Midcap individual account is $1,000,000; The minimum portfolio size for a Midcap institutional account is $5,000,000; And for accounts that don’t meet our minimum, we offer a Midcap mutual fund.  Please click here to find more information on DF Dent’s Midcap Separately Managed Accounts.

Small Cap Growth
DF Dent has been managing Small Cap Growth portfolios since 2010.  These portfolios are comprised of Small Cap companies that DF Dent believes to be high quality businesses run by excellent management teams.  Like our other strategies, Small Cap Growth is characterized by having low turnover and a concentrated portfolio.  The minimum portfolio size for a new Small Cap individual account is $1,000,000; The minimum portfolio size for a Small Cap institutional account is $5,000,000; And for accounts that don't meet our minimum, we offer a Small Cap mutual fund.  Please click here to find more information on DF Dent's Small Cap Separately Managed Accounts.