Personalized Approach
Each account is 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 the quality of management and spend significant time getting to know and understand the people who run these businesses.
Perform independent, focused research to find undiscovered companies, investigate them diligently, and avoid poorly managed companies.
Focus on the long-term investment horizon allowing the company to manage the business, not the stock.
With concentrated portfolios and low turnover, we only need 30-50 great companies to achieve strong outperformance. Outsized positions prove our conviction in our names.
Equity Strategies
All Cap Growth
DF Dent has been managing All Cap Growth portfolios since the firm’s inception in 1976. These portfolios are concentrated and have 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.
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.
Portfolio Managers
Matthew F. Dent, CFA
President & Portfolio Manager
Gary D. Mitchell, J.D.
Portfolio Manager & Analyst
Patrick X. Halloran
Portfolio Manager & Analyst
Midcap Growth
Small Cap Growth
