Frantzen Capital Management
Strategies
Current Strategies MORNINGSTAR™

Morningstar Ratings™

Frantzen Small Cap Growth

4 Stars

Frantzen Focused Large
Cap Growth

5 Stars

Frantzen Opportunistic Growth & Income

3 Stars


Frantzen Focused Large Cap Growth

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 Focused Large Cap Growth Strategy:

  • Fundamental, bottom up research discipline
  • Received an Overall 5-Star Morningstar RatingTM in the SMA universe*
  • Objective is to deliver capital appreciation
  • Inception: April 30, 2000
  • Benchmark: Russell 1000 Growth

Frantzen Focused Large Cap Growth Strategy Overview & Performance »

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