3Q26 Zevenbergen Growth Equity Review
It is a quarterly review from a subadvisor whose growth equity strategy may sit in model portfolios or funds that advisors use or evaluate. The discussion of contributors, detractors and macro positioning gives a view into how one active growth manager is framing the quarter.
Summary
By the markets & outlook deskIn this Virtus video, Zevenbergen Capital Investments principals and portfolio managers Anthony Zackery and Joe Dennison review the firm's Growth Equity strategy for the third quarter. They walk through the period's top contributors and detractors and discuss macro headlines, AI and market volatility. They also describe what they say differentiates ZCI's active growth approach in the current environment.
- Two ZCI principals and portfolio managers cover the strategy's third-quarter top contributors and detractors.
- The conversation takes in macro headlines, AI and market volatility.
- The managers make the case for what differentiates their active growth approach in the current environment.
- A transcript is available on the Virtus website.
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