The fund is co-managed by Andrew Choi and Shivani Vohra, both Portfolio Managers and Senior Analysts at Parnassus Investments with 12 years of investment experience each. They operate under Chief Investment Officer Todd Ahlsten, who has been with Parnassus since 1995. The management team emphasizes deep fundamental research and active ESG integration throughout the investment process. Shivani Vohra brings particular expertise in healthcare sector analysis, while the team collectively focuses on competitively advantaged sectors and companies positioned to benefit from secular trends including AI advancement and healthcare innovation.

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The Parnassus Growth Equity Fund focuses on identifying high-quality U.S. large-cap companies with increasingly relevant products and services, durable competitive advantages, strong management teams, and sustainable business practices. The fund offers a high-conviction portfolio of approximately 40 stocks selected for their potential to benefit from secular trends at attractive valuations. The investment approach emphasizes quality companies that are likely to thrive in both healthy economies and recessions, aiming to participate more in up markets than down markets while reducing downside volatility. ESG factors are systematically evaluated as part of the investment decision-making process, utilizing active ownership through proxy voting and dialogue with company management to encourage sustainable business practices.

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