The Amundi Pioneer Disciplined Growth Strategy seeks to outperform the Russell 1000® Growth Index over a full market cycle, with less volatility, and strives to achieve a competitive ranking against relevant peer universes over the same period, while retaining the integrity of the investment style.

                         

                              

                        

                       

The Amundi Pioneer Disciplined Growth Strategy is an actively managed US large-cap growth strategy. The Strategy combines bottom-up fundamental analysis with disciplined stock evaluation models while relying on the expertise of Amundi's Pioneer's seasoned research team. Proprietary risk analysis has resulted in the disciplined execution of the investment philosophy and consistent return profile over time.

Craig Sterling

Managing Director
Director of Equity Research, US
Portfolio Manager 

Biography

Ashesh Savla

Vice President
Team Leader of US Equity Quantitative Research
Portfolio Manager

Biography

Overview

  • We believe a systematic investment process based on proprietary fundamental research and disciplined stock evaluation models within a risk-constrained portfolio is the best way to consistently add value over a full market cycle.
  • The Strategy seeks long-term capital growth by investing in equity securities based on recommendations from Amundi Pioneer’s US Equity Research team.
  • We take an active approach to investing with strong risk management tools.
  • The number of holdings typically range from 40 to 50.
  • Typical investment horizon is 1 to 2 years.

PLEASE NOTE: The Internal Guidelines referenced do not necessarily represent prospectus/statutory limitations. These internal guidelines are used as guidance in the daily management of the Portfolio's investments. These guidelines are subject to change and should not be relied upon as a long term view of the Portfolio's exposures, limitations, and/or risks.

Why Amundi Pioneer?

Key features of the Amundi Pioneer Disciplined Growth Strategy include:

  • Consistent, disciplined philosophy and process: The Strategy has held to the same investment philosophy since its inception, and its consistent performance and holdings attribution are evidence of the team’s disciplined approach.
  • Risk-adjusted returns and downside risk focus: Consistent with the philosophy and focus on higher-quality companies, the Strategy has outperformed the Russell 1000® Growth Index in the three most recent calendar year down markets in 2001, 2002 and 2008.
  • Low volatility approach: The companies in which the team typically invests have lower-than-average volatility in their business results, which may result in lower stock volatility. Valuation analysis is an important part of the team’s security selection process, which typically helps mitigate volatility.
  • Definition of value: The Strategy distinguishes itself by defining value as the combination of the existing cash flow yield of a business and the level and sustainability of returns on incremental invested capital (ROIIC).
  • Concentrated portfolio: The Strategy has exposure to high-conviction stocks, diversified¹ across sectors, and poised to outperform over the long term.

1Diversification does not guarantee a profit or protect against a loss.