Slow Capital Growth (SLWGX)
| Fund Assets | 93.02M |
| Expense Ratio | n/a |
| Min. Investment | $100,000 |
| Turnover | 2.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 10.20 |
| YTD Return | -5.64% |
| 1-Year Return | 3.13% |
| 5-Year Return | n/a |
| 52-Week Low | 7.62 |
| 52-Week High | 11.20 |
| Beta (5Y) | n/a |
| Holdings | 33 |
| Inception Date | n/a |
About SLWGX
The Slow Capital Growth Fund is an actively managed mutual fund focused primarily on the common stocks of large-capitalization U.S. companies identified as having strong potential for exceptional long-term growth. Employing a research-intensive, fundamentals-driven approach, the fund seeks businesses capable of investing significant amounts of capital at high and sustained rates of return on invested capital. While the investment mandate is broad—encompassing all sectors, industries, and market capitalizations—the fund has historically concentrated on large- and mid-cap companies but remains open to promising opportunities wherever they arise. The investment process at Slow Capital emphasizes cross-domain insights, trend analysis, and rigorous assessment of each company’s ability to create lasting shareholder value. With a high conviction, low-turnover portfolio typically holding around 30 stocks, the fund aims to uncover innovative companies that solve complex global challenges and are positioned for growth over extended horizons. The Slow Capital Growth Fund is managed by an experienced team dedicated to a patient, analytical investment philosophy and a long-term perspective on value creation.
Performance
SLWGX had a total return of 3.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.67%.
Top 10 Holdings
48.09% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 6.59% |
| NVIDIA Corporation | NVDA | 5.71% |
| Tesla, Inc. | TSLA | 5.63% |
| Alphabet Inc. | GOOGL | 5.54% |
| Amazon.com, Inc. | AMZN | 4.57% |
| First Solar, Inc. | FSLR | 4.26% |
| Netflix, Inc. | NFLX | 4.24% |
| Intuitive Surgical, Inc. | ISRG | 3.89% |
| Spotify Technology S.A. | SPOT | 3.86% |
| MercadoLibre, Inc. | MELI | 3.80% |