Six of the eight top holdings in his Virtus Silvant Large-Cap Growth Fund (STCIX) are among the top 20 performers in the S&P 500 this year.
That performance is quite the departure from last year, where Sansoterra's fund fell more than 29%, yet still managed to finish in the top half of its category.
"They're there, but they're just a little bit harder to find."
"And a lot of money managers are quality growth, GARP-y growth, momentum growth, high beta growth, et cetera.
Indeed, Sansoterra's fund has posted solid relative returns in almost every imaginable environment, data from Morningstar shows.
Persons:
Michael Sansoterra's, Eli Lilly, Sansoterra, Sandeep Bhatia, haven't, it's, doesn't
Organizations:
Virtus Silvant, Growth, Nvidia, Meta, Morningstar, Silvant Capital Management