Morningstar Ratings™
Frantzen Small Cap Growth
Frantzen Focused Large
Cap Growth
Frantzen Opportunistic Growth & Income
Frantzen Opportunistic Growth & Income Strategy
About Frantzen's Investment Management Process
Our vision is to offer an array of growth equity investment products that meet the asset preservation and growth needs of our clients in all economic environments.
Benefiting from a long history of investment management research, we employ a fundamental, bottom up approach to investing. We continuously and meticulously scour the equity markets to find investment opportunities for our clients. We then manage those opportunities using a proven formula to limit risk and maximize growth.
About the Frantzen Opportunistic Growth & Income Strategy:
- Fundamental, bottom up research discipline
- Received an Overall 3-Star Morningstar RatingTM in the SMA universe*
- Objective is to deliver capital appreciation and a dividend yield of approximately +6%
- Inception: March 31, 2004
- Benchmark: Russell 3000 Growth
Frantzen Opportunistic Growth & Income Strategy Overview & Performance »
