Large Cap Growth
US large-cap growth — competitively advantaged companies with durable earnings and cash-flow growth potential.
2026
Q1 2026 · CurrentLarge Cap Value
US large-cap value — high-quality businesses at attractive valuations with overlooked upside potential.
International ADR
Non-US ADR strategy — geographically and economically diversified international equity exposure.
2025
Full YearLarge Cap Growth
US large-cap growth — competitively advantaged companies with durable earnings and cash-flow growth potential.
Large Cap Value
US large-cap value — high-quality businesses at attractive valuations with overlooked upside potential.
International ADR
Non-US ADR strategy — geographically and economically diversified international equity exposure.
2024
Full YearLarge Cap Growth
US large-cap growth — competitively advantaged companies with durable earnings and cash-flow growth potential.
Large Cap Value
US large-cap value — high-quality businesses at attractive valuations with overlooked upside potential.
International ADR
Non-US ADR strategy — geographically and economically diversified international equity exposure.
2023
Full YearLarge Cap Growth
US large-cap growth — competitively advantaged companies with durable earnings and cash-flow growth potential.
Large Cap Value
US large-cap value — high-quality businesses at attractive valuations with overlooked upside potential.
International ADR
Non-US ADR strategy — geographically and economically diversified international equity exposure.
2022
Full YearLarge Cap Growth
US large-cap growth — competitively advantaged companies with durable earnings and cash-flow growth potential.
Large Cap Value
US large-cap value — high-quality businesses at attractive valuations with overlooked upside potential.
International ADR
Non-US ADR strategy — geographically and economically diversified international equity exposure.
2021
Full YearLarge Cap Growth
US large-cap growth — competitively advantaged companies with durable earnings and cash-flow growth potential.
Large Cap Value
US large-cap value — high-quality businesses at attractive valuations with overlooked upside potential.
International ADR
Non-US ADR strategy — geographically and economically diversified international equity exposure.
For Advisor Use Only. Source: FactSet Research Systems, Inc. Holdings, characteristics, and sector weights are as of each fact sheet’s stated period and are subject to change without notice. Past performance is not a guarantee of future results; investing involves risk, including the possible loss of principal. This material is for informational purposes only and is not investment, tax, or legal advice, nor an offer or solicitation. Performance is presented through Vann Equity Management’s GIPS®-verified composites; the full GIPS® Verified Report is available upon request. Benchmarks (Russell 1000 Growth, Russell 1000 Value, MSCI EAFE) are shown for comparison only; indices are unmanaged and cannot be invested in directly. Advisory services offered through Vann Equity Management, LLC, an SEC-registered investment adviser.