Gardner Lewis

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Growth

Style:

All Cap Growth

Overview:
  • Style: All Cap Growth
  • Inception: April 30, 1994
  • Holdings: Typically 45-55
  • Minimum Investment: $25 million

Sector Weights1

As of 3/31/10

Portfolio Characteristics

As of 3/31/10

  Gardner Lewis Growth Strategy Russell MidCap Growth Total Return
Number of holdings 50 489
Weighted average market cap $31.7 B $7.1 B
Earnings growth 2010 20% 12%
P/E 2010 19x 17x

Sources: Baseline Financial Services, Inc. March 31, 2010 Data Analysis of the Gardner Lewis Core Growth Composite.

1All holdings information is provided for informational purposes only and should not be deemed as a recommendation to buy the securities mentioned. The holdings information represents the largest holdings, by market value, in the strategy as of the most recent calendar quarter end. Each quarter, Gardner Lewis uses this same objective, non-performance based criteria to select the ten largest holdings. The “Ten Largest Holdings” and “Sector Weights” sections are shown as supplemental information only and complement the Core Growth Composite presentation which is available upon request.