Glenmede Disciplined U.S. Growth Equity Portfolio
GTLLX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 200 Clarendon Street, Leg13 Boston MA United States of America 02116
- IPO Date
- Mar 17, 2004
- CIK
- 0000835663
- Website
- glenmedeim.com
- Similar Companies
- Business
- Glenmede Large Cap Growth Portfolio (GTLLX) is an open-end mutual fund managed by Glenmede Investment Management LP that seeks maximum long-term total return consistent with reasonable risk to principal by investing at least 80% of its net assets in equity securities, such as common stocks, of large-cap U.S. companies tied economically to the United States and exhibiting growth characteristics. The portfolio employs a proprietary multi-factor quantitative approach utilizing sector-specific stock ranking models, downside risk screens including earnings surprise indicators and quality of earnings metrics, and leading industry group indicators to select typically 50-80 holdings from the Russell 1000 Growth Index universe, with individual position limits at 3% maximum, sector deviations of plus or minus 3% versus the benchmark, and industry deviations of plus or minus 2%; top sectors include technology (approximately 49-53%), consumer cyclical, communication services, and healthcare, with leading holdings such as Lam Research Corp, Amphenol Corp, Applied Materials Inc, Arista Networks Inc, and NVIDIA Corp. The fund offers share classes including institutional (GTILX) and is available through separately managed accounts and mutual funds to institutional investors, corporations, pension plans, endowments, foundations, and high-net-worth individuals, with a net expense ratio of 0.86%, portfolio turnover around 55-78%, and total net assets exceeding $1 billion. Founded in 2004 and headquartered in Philadelphia, Pennsylvania, where parent affiliate The Glenmede Trust Company was established in 1956, Glenmede Investment Management LP operates primarily in the United States with a focus on large-cap growth equity strategies across domestic markets. In 2018, the fund underwent a significant rebranding from Glenmede Large Cap Growth Portfolio to its current name under the Quantitative U.S. Large Cap Growth Equity Portfolio designation, aligning with a broader portfolio renaming initiative that emphasized its quantitative discipline; the strategy has since celebrated 20 years of operation as of 2024, ranking in the top quartile of surviving large growth funds for long-term total returns and demonstrating outperformance relative to peers through a multi-factor model favoring attractive valuations, high cash flows, strong fundamentals, positive earnings trends, and favorable technicals while mitigating downside risks.