SEATTLE, Jan. 15, 2016 /PRNewswire/ -- Zevenbergen Capital Investments LLC (ZCI) proudly announces the launch of two mutual funds: Zevenbergen Growth Fund (Tickers: ZVNBX, ZVNIX) and Zevenbergen Genea Fund (Tickers: ZVNGX, ZVGIX).
"The funds were created to provide ZCI's growth offerings to a broader audience of investors," said Elliott Cain, CFA, Manager-Shareholder Relations. The Zevenbergen Growth Fund invests in companies that have a sizeable addressable market, product differentiation and strong competitive advantages, regardless of market capitalization. While both funds are based on the firm's long-term, high conviction investment strategies, the Zevenbergen Genea Fund seeks to invest earlier in the growth cycle, is more sector concentrated and focuses on companies benefiting from technological advancements.
ZCI was founded with a single purpose: to partner with our clients for the long-term and build portfolios of great companies across growth stage and sector. Companies of interest are challenging large, traditional industries with disruptive products and services. Combining experience and open-mindedness, ZCI values unique ideas, extraordinary management teams (which see opportunities where others see obstacles) and the intense commitment required for companies to develop and grow.
The portfolio management team averages sixteen years of experience at ZCI and includes Portfolio Managers, Brooke de Boutray, CFA, CIC, Leslie Tubbs, CFA, CIC, and Nancy Zevenbergen CFA, CIC along with Associate Portfolio Managers, Joseph Dennison, CFA and Anthony Zackery, CFA. "The finance industry is driven by numbers and well-defined style boxes," said Ms. Zevenbergen. "While numbers matter, it's people who create performance."
ZCI is an SEC-registered investment adviser, specializing in high growth-equity investment advisory services for separately managed portfolios and mutual funds. With operations dating back to 1987, ZCI strictly adheres to a fundamental, bottom-up investment process serving public funds, endowments, corporations and individuals alike - those seeking an active growth equity component to broaden their return potential. Growth is the cornerstone of ZCI's philosophy, the focus of research and the foundation for building relationships. ZCI's culture is structured to instill teamwork firm-wide, from portfolio management to trade execution, and to foster unwavering "client-first" service and high ethical standards.
Mutual Fund Investing involves risk, including the loss of principal. The Funds invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. Non-diversified funds may hold a significant percentage of their assets in the securities of fewer companies and therefore events affecting those companies have a greater impact on the funds than on a diversified fund. If the Funds invest in a few sectors they may have increased exposure to price movements of those sectors. Small and medium capitalization companies tend to have limited liquidity and greater price volatility than large capitalization companies. The Funds are new with no operating history, and there can be no assurance that the Funds will grow to or maintain an economically viable size, in which case the Board may determine to liquidate the funds.
The fund's investment objectives, risks, charges and expenses must be considered carefully before investing.
The statutory and summary prospectus contains this and other important information about the investment company, and may be obtained by calling 1.844.986.2746, or visiting www.zci.com/funds. Read carefully before investing.
The Securities and Exchange Commission (SEC) does not approve or disapprove of any investment.
Zevenbergen Capital Investments, LLC (ZCI) is the investment advisor to the Zevenbergen Funds which are distributed by Quasar Distributors, LLC.
SOURCE Zevenbergen Capital Investments LLC