Investor Summary

TimesSquare Capital Management, LLC is a fundamental research-oriented equity investment management firm founded in 2000 and operating as an independent affiliate of Affiliated Managers Group, Inc. since 2004. The firm is headquartered at 75 Rockefeller Plaza in New York and employs 43 total employees, including 21 investment professionals averaging 23 years of industry experience and 13 years at TSCM. The firm is significantly employee-owned to align interests with clients and retain key professionals. TimesSquare serves a diverse client base including corporate, endowment/foundation, intermediaries, public, and Taft Hartley clients, primarily domiciled in the U.S. with additional presences in Canada, Europe, and Asia. The firm is registered with the SEC under CRD #132694 and CIK #0001313816 and complies with Global Investment Performance Standards (GIPS®).

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Fund Strategy

TimesSquare Capital Management's investment philosophy emphasizes quality growth companies with sustainable competitive advantages, quality management teams, and strong, consistent growth profiles. The firm employs a well-established team approach to growth investing that has been in place since the mid-1980s. Their goal is to build diversified portfolios of growth stocks that generate competitive risk-adjusted returns. The firm's equity investment process utilizes a unique bottom up and research driven approach to identify quality growth companies. TimesSquare believes that its proprietary fundamental small/mid cap research skills enable it to build a diversified portfolio that will generate competitive returns. Investment ideas are primarily internally generated and confirmed through financial analysis, company visits, and management assessments. Portfolio exposures generally lend to favoring quality and profitability, while having a lower volatility and beta than the index. The U.S. Small/Mid Cap Growth strategy seeks to outperform the Russell 2500™ Growth Index in a risk-controlled manner, targeting companies with market capitalizations between $300 million and $12 billion using a bottom-up, fundamental research-intensive approach to identify stocks with potential for 25%-50% price appreciation.

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FUND PERFORMANCE AS OF 31st March 2024

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
7.5% 5.9% 5.9%