Large-cap growth stocks provide unique value

ON NORTH AMERICA

KEN STUZIN, manager of the Brown Advisory US Equity Growth Strategy on North America

We believe US large-cap growth stocks allow investors to “check the box” on many of the important trends driving markets today. For starters, large-cap growth companies combine the ingenuity, experience and desire to grow in an era in which investors cannot depend on a rising tide to lift all boats. Furthermore, growth and size are not mutually exclusive characteristics. To a fault, many investors believe growth to be a derivation of size – to find growth you somehow have to start small. That is certainly not the case, especially when you consider many large-cap companies have the ...