Timothy Plan's Large/Mid Cap Growth fund is designed to provide the investor with a long-term increase of capital. The focus of the managers is on acquiring larger companies, generally $2 billion or greater net capital, that demonstrate an above-average potential for growth in revenue. Growth funds, by nature, are slightly more aggressive, in terms of risk, than value funds. Call +1 (800) 846-7526 or chat online if you need any assistance.
The Fund's objective is long-term growth of capital. Current income is not a significant investment consideration.
The Fund strives to provide above-average capital appreciation by investing in high-quality growth companies that have sustainable long-term business advantages. Investment risk is managed by focusing on companies that demonstrate financial strength, profitability and liquidity. Although diversification does not assure a profit or protect against a loss in a declining market, by investing across multiple industries and sectors, appropriate levels of diversification are attempted to be maintained, which, in turn, should reduce volatility and risk. After considering the moral filters, the Fund utilizes fundamental research to identify leading companies with strong competitive advantages (market share, intellectual property, brand, etc.) and proven management in industries with significant growth prospects. Emphasis is also placed on earnings quality, consistency of earnings and sustainability of earnings. The Fund employs a fully invested approach and does not attempt to time the market.
We have created a worksheet to help you decide which funds might meet your investment needs, Asset Allocation Investor Worksheet. Answer the questions, then add your points to consider an appropriate strategy. The scale attempts to create a spectrum of the funds using a broad brush criteria of aggressiveness/risk. The scale and order of funds may not be accurate at any point in time, because as the markets shift and change, so will the relative positions of the funds. This should be considered as a general guideline and not a scientifically created/maintained analytical tool. You may want to consider a more aggressive or more conservative diversification than your score indicates.
Chartwell Investment Partners invest in large/mid cap and small cap US equities that demonstrate above-average growth in revenue, margins, and profits. This is done by looking for fundamentally strong companies (i.e., superior products and services) that are poised for growth (a strong team of managers and a scalable business model). Chartwell identifies these companies through bottom-up research and looks to see when the right stocks are attractively valued. Their seasoned investment team, with two senior portfolio managers and nine analysts, brings together an extensive knowledge base to the decision-making process.
Mr. Frank L. Sustersic, CFA, is a Managing Partner and Senior Portfolio Manager. Mr. Sustersic earned a Bachelor of Science degree in Economics from The University of Pennsylvania and holds a Chartered Financial Analyst designation. From 2014 to February 2016, Mr. Sustersic worked as a Portfolio Manager at Lazard Asset Management. Prior to that, he worked as a Portfolio Manager at Turner Investments from 1994 to March 2014. In addition, Mr. Sustersic worked as a Portfolio Manager at First Fidelity Bank Corporation from 1989 to April 1994. Mr. Sustersic is a member of the CFA Institute and the CFA Society of Philadelphia. Mr. Sustersic participates in the investment decision process during meetings in which the team determines the allocation of securities held in the portfolio. He has authority to direct trading activity on the Fund, and he is also responsible for representing the Fund to investors.
Mr. Peter M. Schofield, CFA, is a Senior Portfolio Manager. Mr. Schofield earned a bachelor’s degree in History from the University of Pennsylvania. He holds the Chartered Financial Analyst designation. From 2005 to 2010, he was Co-Chief Investment Officer at Knott Capital. From 1996 to 2005 he was a Portfolio Manager at Sovereign Asset Management. Prior to Sovereign Asset Management, he was a portfolio manager at Geewax, Terker & Company. Mr. Schofield is a member of the CFA Institute and the CFA Society of Philadelphia. Mr. Schofield serves as a Senior Portfolio Manager on Chartwell’s Large Cap Value Investing Team.