The HMS Global Large Cap Growth Portfolio

The investment objective of the HMS Global Large Cap Growth Portfolio is to achieve long term capital growth. The portfolio invests primarily in the common and preferred stocks of companies with $10 billion or more in market capitalization. It seeks to invest in companies that appear to offer superior opportunities for growth of capital or above average dividend growth. It may also hold cash or money market instruments.  On average, the portfolio holds 30 investments, with no one investment in one company exceeding 5% of the portfolio.  The portfolio invests primarily in U.S. securities, but it may invest in global security holdings as well. This portfolio is appropriate for those investors seeking long term capital appreciation and who are willing to accept some volatility in order to achieve those potential returns.  This portfolio can be combined with the Mid Cap Growth Portfolio to build a fully diversified equity portfolio.


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The portfolio seeks to invest in companies that appear to offer superior opportunities for growth of capital or above average dividend growth.