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Equity Growth Strategy

I manage portfolios of All Cap Equity Growth Strategies for client at Robert Bender & Associates. Our team has decades of experience in managing growth strategies, and we have a proven track record. A growth strategy should be part of any investors overall portfolio as growth stocks can grow well in excess of the overall market and allow your portfolio to do the same. Many investors will choose to have a percentage of their equity investments in value stocks, growth stocks, large cap, and small cap stocks to provide a means of diversifying their investments within the asset class.

Characteristics of a Growth Strategy

A growth portfolio is typically distinguished by having a company that is growing faster than the overall market. The following are some typical characteristics of stocks that may be categorized as growth stocks:

  1. Revenue growing over 15%
  2. Income growing over 15%
  3. Return on Equity over 15%
  4. Company will compete in a fast-growing market: Biotech, Pharma, Technology, Retail, Casual Dining
  5. Company value will have a higher multiple reflective of a company growing in excess of the overall market

Additional Growth Strategy Considerations

  1. Strong & proven management team
  2. Debt/Equity ratio will be under control
  3. Company will be paying taxes
  4. Gross margin will be a reflective of a leader in their industry and stable or growing year over year.
  5. Operating margin will be reflective of a leader in their industry and stable or growing year over year.

Contact Me if you have any additional questions about investing into growth stocks.




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