Saratoga Large Capitalization Growth Portfolio
SLCGX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Omaha, Nebraska 68137 DE United States of America
- IPO Date
- Sep 1, 1994
- CIK
- 0000924628
- Similar Companies
- Business
- Saratoga Large Capitalization Growth Portfolio (SLCGX) is an open-end mutual fund that seeks capital appreciation by investing primarily in equity securities of U.S. issuers with market capitalizations of $5 billion or more, including common stocks, preferred stocks, securities convertible into common stock, and warrants; under adverse market conditions, the fund may temporarily invest in investment grade debt securities. The fund normally allocates at least 80% of its total assets to large-capitalization growth equities, with top holdings typically including leading technology firms such as NVIDIA Corp., Microsoft Corp., Apple Inc., Meta Platforms Inc., and Amazon.com Inc.; sector allocations emphasize technology (around 48%), consumer cyclical (13%), and communication services (13%). It offers multiple share classes, including Institutional (SLCGX), Class A (SLGYX), and Class C (SLGCX), managed through a sub-advisory arrangement with Smith Group Asset Management, LLC, which employs a proprietary quantitative and qualitative process involving screening for earnings growth potential, earnings quality analysis, and fundamental business prospect evaluation. Launched on September 1, 1994, and headquartered in the United States under Saratoga Capital Management, LLC, the fund targets institutional and retail investors seeking exposure to the large growth segment, with total net assets of approximately $37 million and availability primarily in the U.S. market. Smith Group Asset Management, the institutional sub-advisor founded in 1995 with a team of eight investment professionals (seven CFA charterholders averaging 21 years of experience), oversees portfolio construction focused on high-quality companies poised to exceed earnings expectations. In recent developments, Christopher Zogg joined as a portfolio manager effective December 30, 2024, alongside long-standing managers Stephen Smith (since December 29, 2015) and John Brim (since December 29, 2015), enhancing the team's expertise in large growth strategies. The fund maintains a high active share with top 10 holdings comprising around 44% of assets and annual turnover of 72-74%, reflecting dynamic security selection amid evolving market conditions as of mid-2025. No major acquisitions, funding rounds, or structural reorganizations have been reported for the fund or its advisors in the last 1-2 years.