Axiom Concentrated Global Growth Fund

The team run two strategies: Global Equity and Concentrated Global Growth. Both strategies follow the same philosophy and process, with the main difference being the number of holdings. This strategy holds between 20 and 50 holdings. It also have a maximum exposure to emerging markets of 25%.

They see themselves as dynamic growth investors, focusing on leading dynamic indicators, earnings dispersion, earnings revisions, analyst upgrades, valuation, and earnings growth. 60% of their time is focused on positive change, looking for news that is not in the share price and then identifying the opportunities.

They believe they are active stock pickers, grading companies from A to E and 1 to 3. Companies with a rating of A and B tend to be large dominate companies. Amazon, as an example, is an A but has 2 for growth expansion because of various risk factors. Global Payments started as a C2 and is now a B2. The share price has risen from $10 to $200 since they invested, and the revenue and growth have exceeded market expectations, meaning that it is now moving to become a global player. A ā€œcā€ rating is a niche player and ā€œeā€ is an emerging enterprise….read more

Fund Facts Morningstar


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