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April 8th, 2021

Top Three Equity Portfolios Within Large/All-Cap Universes

By Scott Treacy, CFA

Which equity portfolios stand out as elite? We dove into the Investment Metrics Global Database to compare portfolios within different Large/All-Cap Equity Universes to find out. Key considerations for this small group of asset managers (3-5 portfolios) included:

  • Portfolio GIPS compliance to ensure all products considered follow the same performance reporting standard
  • Consistency of performance against the peer group over a 7+ year period
  • Capacity of the portfolio to take on new assets
  • Having up-to-date data in the Investment Metrics Global Database

Below are the top three elite portfolios from each equity universe along with their peer group performance summary (one page).

Global Large/All-Cap Equity

WCM Investment Management – Quality Global Growth

Sustainable Growth Advisers – Global Growth

Mar Vista Investment Partners – Global Equity

US Large/All-Cap Equity

William Blair – Large Cap Growth

Brown Advisory – Institutional Flexible Equity

Marshfield – Core Equity

Non-US Large/All-Cap Equity

C Worldwide – International Equities

Baillie Gifford – EAFE Plus All Cap

Burgundy – International Equity

Emerging Markets Large/All-Cap Equity

Sands – Emerging Markets Growth

J.P. Morgan – GEM Discovery

WCM Investment Management – Emerging Markets

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