About Flagship

Flagship is our longest-standing actively managed equity strategy, built to drive long-term growth. It centers on large U.S. companies that play a vital role in everyday life—think Amazon, Microsoft, Google, Mastercard, and others. Backed by rigorous fundamental research, our team seeks to construct a focused portfolio of market-leading businesses, with the goal of outperforming the S&P 500 over the next 3 to 5 years. The philosophy behind Flagship is straightforward: invest in fundamentally strong companies at compelling valuations—and hold them with conviction.