Anthony Zackery, CFA, Associate Portfolio Manager, Zevenbergen Capital (ZCI) spoke with Julie Cooling, Founder & CEO, RIA Channel about their successful stock picking investment approach. ZCI follows an actively managed stock selection process and builds concentrated portfolios focused on innovative growth companies across all market capitalizations. ZCI runs two mutual funds, the Zevenbergen Growth Fund and the Zevenbergen Genea Fund. Both funds utilize a bottom up, research based investment strategy that targets companies that exhibit strong fundamentals, innovation, strong leadership and are potential disruptors in their respective sectors or categories.
ZCI was founded by Nancy Zevenbergen in 1987 in Seattle, Washington and they currently approaching $2.5 billion in assets under management.