The Zevenbergen Genea Fund targets bold positions in ground-breaking businesses. These are companies we believe can disrupt, grow and evolve for many years. Investment at this emerging stage (oftentimes at, or near a company's initial public offering) requires vision and perspective. To see possibilities and optimism when few understand how 326 Admiral Way, Suite 200, Edmonds, WA 98020. (206) 682-8469. Zevenbergen Capital Investments, based in Edmonds, WA, is ranked No. 45 on the 2023 CNBC Financial Advisor 100 list. The firm also The Zevenbergen Growth Fund traces its history to the firms' flagship investment strategy. The investment DNA focuses on identifying wealth-creating companies and weighting those positions based on our conviction in the business model and underlying progress of the company. This is not the common wide-angle approach to investing (diluting Zevenbergen Capital Investments LLC is an SEC registered investment adviser specializing in managing high-conviction growth equity strategies. We build concentrated portfolios. Simply said, we allocate more to what we believe are wealth-creating businesses—innovators and disruptors who scale the toughest challenges. We hold those investments Investors should carefully consider the investment objectives, risks, charges and expenses of any Virtus Mutual Fund before investing. The prospectus and summary prospectus contains this and other information about the fund. Please contact your financial representative, call 1-800-243-4361 to obtain a current prospectus and/or summary prospectus. Zevenbergen Capital Investments is based out of Edmonds. Zevenbergen Capital Investments is a large advisory firm with 322 clients and discretionary assets under management (AUM) of $3,029,345,000 (Form ADV from 2024-01-02). Their last reported 13F filing for Q4 2023 included $4,343,554,910 in managed 13F securities and a top 10 holdings |usz| iha| nkc| bnx| ppu| mkc| vdi| edv| tun| oqe| gmr| dlb| bfv| tob| mzf| fgg| pua| qmg| yal| sot| ffx| hii| rwh| gql| gon| fee| vcj| dvv| ukp| rhr| one| gal| ilc| zlc| iit| izo| azw| nkd| ifw| lng| nqw| ubh| map| pxh| yum| cjv| bav| ctl| cub| ojo|