Jackson Square SMID-Cap Growth Fund IS Class
DCGTX
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- Jackson Square SMID-Cap Growth Fund IS Class (DCGTX) is an open-end mutual fund that seeks long-term capital appreciation through concentrated investments primarily in small- and mid-cap growth equities focused on intrinsic business value growth; the fund invests in common stocks of U.S. companies with market capitalizations typically between $2 billion and $10 billion, emphasizing sectors such as industrials (31.82%), healthcare (20.43%), and technology (17.22%), with top holdings including Vertiv Holdings Co., Clean Harbors Inc., Wyndham Hotels & Resorts Inc., SBA Communications Corp., and Aaon Inc.. The fund, managed by lead portfolio manager Kenneth F. Broad since inception and categorized under Mid-Cap Growth by Morningstar, operates with a net expense ratio of 0.88%, a minimum initial investment of $1,000,000 USD for institutional shares, and total net assets of approximately $119.20 million USD as of the latest reporting. Launched on December 1, 2003, and domiciled in the United States, it is available for sale exclusively to U.S. investors through Jackson Square Partners, LLC, an independent, employee-owned investment manager founded in 2014 and headquartered in Larkspur, California, with a team history tracing back over four decades. Jackson Square Partners manages the fund alongside complementary strategies including large-cap growth, small-cap opportunities, private funds, separate accounts, and collective investment trusts, serving a global institutional client base with approximately $995 million in total assets under management as of December 31, 2024. The firm's investment philosophy emphasizes long-only, growth-oriented equity strategies with a collaborative, research-driven process honed through multiple market cycles. Recent major changes include a leadership transition announced in January 2023, with founding partner Jeff Van Harte retiring from his roles as Chief Investment Officer and Chair in 2024; Ian Ferry assumed CIO duties in July 2023 and continued as portfolio manager for the SMID-Cap Growth strategy until his departure effective June 13, 2025, while Kenneth Broad was elevated to co-Chair in 2023 and remains lead manager. In November 2020, Jackson Square Partners, alongside Affiliated Managers Group, acquired a minority equity interest from Macquarie Group, enhancing its independent structure following prior affiliations with Delaware Investments and Transamerica. The firm launched its mutual funds, including DCGTX's share class, in September 2016, marking a key expansion into retail-accessible vehicles.