ZEVENBERGEN CAPITAL INVESTMENTS LLC

Zevenbergen Capital Investments LLC is an investment management firm based out of Seattle, Washington. The company was originally established in 1987 by founder Nancy Ann Zevenbergen, who is still with the company acting as its Director, President, and CIO, as a “responsive, research-focused investment firm.” Zevenbergen Capital Investments has grown from its inception to now operate with 16 employees of which 6 are investment professionals and currently operates as a subsidiary of RidgeWorth Capital Management, Inc. The company conducts its research internally, utilizing a fundamental methodology to invest in the public equity markets on a global scale. Zevenbergen Capital Investments utilizes a bottom up investment approach, allocating its assets in the growth stocks of companies in a variety of sectors. The company invests most heavily in the information technology and consumer discretionary sectors, each of which makes up approximately a third of the firm’s total asset allocations, and also invests in the health care and finance sectors, among other sectors to a lesser degree, in order of decreasing allocation. Zevenbergen Capital Investments holds its allocations an average of 12.22 quarters and holds its top 10 allocations an average of 7.6 quarters. In the most recent quarter, the company had a turnover rate of approximately 12.5%. Zevenbergen Capital Investments manages over $2.5 billion in total assets under management spread across 212 total accounts, all of which are discretionary. Although the company’s total number of accounts has been steadily growing in recent years, Zevenbergen Capital Investment’s total assets under management has been experiencing some volatility in its generally upward trajectory, increasing from under $1.5 billion back in 2010 to its current amount today. The company mainly caters to individuals and high net worth individuals, which each make up a third of its clientele. The company currently offers two funds: its Growth Fund and Genea Fund.