Investor Summary

Next Century Growth Investors was founded in November 1998 by Tom Press and has maintained consistent leadership with an experienced team managing the Large Cap Growth Strategy since January 1, 1999. The firm is led by Tom Press (Chairman/Founder), Bob Scott (CEO who joined in 2000), Peter Capouch (President who joined in 2003), and portfolio managers Kaj Doerring (28 years experience) and Tom Dignard. The team has over 100 years combined investment experience working together at NCG, with education from prestigious institutions including Harvard, Yale, and University of Minnesota. The firm is 80% owned by active portfolio manager partners, ensuring independence and alignment of interests. Operations are supported by Kelly McNulty as VP and Chief Compliance Officer with over 30 years of industry experience.

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Fund Strategy

Next Century Growth Investors' philosophy has remained consistently focused on investing in high growth companies to create value for clients. The firm seeks to invest in the fastest growing and highest quality companies in America. For the Large Cap Growth Strategy specifically, they seek to generate long-term capital appreciation by investing in the fastest-growing and highest-quality companies in the US large cap growth universe. The firm believes the market inefficiently values high-quality companies with long-term growth opportunities, and that if portfolio companies execute as expected, they can compound stock value faster than the overall market. The investment approach is grounded in the belief that a portfolio consisting of high-quality growth companies, combined with a strong sell discipline, will lead to both compounding of portfolio value and better performance than the unmanaged index over the long-term.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
11.2% 1.0% 15.3%
2025
15.3%