US Equities, Alpha generators in US Large cap growth

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Key points

• While about a quarter of the Russell 1000 Growth Index’s total returns during the past five years have come from FAANG stocks, there are significant opportunities for generating alpha away from the dominant tech and consumer discretionary names.
• Security selection informed by skilled analysis, including field research, can aid a portfolio’s prospects for long‑term outperformance.
• Apart from using stock‑specific insights, alpha can be generated by understanding sector dynamics and weighting subsectors within a sector appropriately to take advantage of these insights.