Our Amundi US Disciplined Growth Equity Strategy1 seeks to outperform the Russell 1000┬« Growth Index over a full market cycle, with less volatility, and strives to achieve a competitive ranking against relevant peer universes over the same period, while retaining the integrity of the investment style.

┬╣Effective September 30, 2022, the Amundi Pioneer Disciplined Growth Strategy was renamed to Amundi US Disciplined Growth Equity Strategy.

                              

                        

                       

   

Amundi US Disciplined Growth Equity Strategy is an actively managed US large-cap growth strategy. The Strategy combines bottom-up fundamental analysis with disciplined stock evaluation models while relying on the expertise of Amundi US' seasoned research team. Proprietary risk analysis has resulted in the disciplined execution of the investment philosophy and consistent return profile over time.

Craig Sterling

Managing Director
Director of Equity Research, US
Portfolio Manager 

Biography

Ashesh Savla

Vice President
Team Leader of US Equity Quantitative Research
Portfolio Manager

Biography

Overview

  • We believe a systematic investment process based on proprietary fundamental research and disciplined stock evaluation models within a risk-constrained portfolio is the best way to consistently add value over a full market cycle.
  • The Strategy seeks long-term capital growth by investing in equity securities based on recommendations from Amundi's US Equity Research team.
  • We take an active approach to investing with strong risk management tools.
  • The number of holdings typically range from 40 to 50.

Why Amundi US?

Key features of the Amundi US Disciplined Growth Equity Strategy include:

  • Consistent, disciplined philosophy and process: The Strategy has held to the same investment philosophy since its inception, and its consistent performance and holdings attribution are evidence of the team's disciplined approach.
  • Risk-adjusted returns and downside risk focus: Consistent with the philosophy and focus on higher-quality companies, the Strategy has outperformed the Russell 1000┬« Growth Index in many of the recent calendar year down markets.
  • Low volatility approach: The companies in which the team typically invests have lower-than-average volatility in their business results, which may result in lower stock volatility. Valuation analysis is an important part of the team's security selection process, which typically helps mitigate volatility.
  • Definition of value: The Strategy distinguishes itself by defining value as the combination of the existing cash flow yield of a business and the level and sustainability of returns on incremental invested capital.
  • Concentrated portfolio: The Strategy has exposure to high-conviction stocks, diversified2 across sectors, and poised to outperform over the long term.

2Diversification does not guarantee a profit or protect against a loss.