Heritage Growth Equity Team

  • Excess returns can be achieved by exploiting temporary mispricing of higher growth stocks across the capitalization spectrum.
  • Bottom-up, fundamental research reveals the "gap" between the team's and consensus expectations of company growth.
  • Buy or sell decisions are rapidly executed when markets underreact to changes that impact the sustainability or strength of company growth.
  • All cap research coverage provides a complete view of industry dynamics and the competitive positioning of subject companies.
  • The team has used this process successfully for more than three decades.

Portfolio management team

Thomas Ognar, CFAThomas Ognar, CFA
Managing Director and
Senior Portfolio Manager
25 years investment experience
Bruce Olson, CFABruce Olson, CFA
Managing Director and
Senior Portfolio Manager
36 years industry experience
Joseph Eberhardy, CFAJoseph Eberhardy, CFA
Portfolio Manager
23 years industry experience

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