
Geneva Advisors Reaches $5 Billion in Assets on Strong Returns and Growth of Institutional Business
CHICAGO, July 29, 2011 /PRNewswire/ -- Geneva Advisors of Chicago has reached $5 billion in assets under management on continued strong investment returns and sizeable growth of its institutional business.
"There is an increased appetite for unconstrained equity strategies that can outperform their index," says Gregory Schroer, Director of Institutional Sales, "and we have a long and successful track record of doing just that." In particular, the firm's All Cap Growth strategy has outperformed its benchmark, the Russell 3000 Growth, over the one-year, three-year, five-year, seven-year, 10-year and since-inception (January 1, 1994) time periods as of June 30, 2011.
Geneva Advisors adheres to an investment philosophy focused on bottom-up, fundamental research that seeks to identify companies with sustainable earnings growth and strong business models. "We go wherever the growth is," says Mr. Schroer, "and we search beyond domestic businesses to achieve our goals." This global perspective helps drive returns for both institutional clients and employees who, as owners of the firm, are also invested in the firm's strategies.
Founded in 2003, employee-owned Geneva Advisors is an independent boutique investment firm with a 12-person investment team serving institutional investors and high net worth individuals looking to outperform the market. All Cap Growth is managed by three senior investment professionals who each bring 20+ years of experience to the investment process. www.genevaadvisors.com -- 800.505.1720.
SOURCE Geneva Advisors
Share this article