General Investing >> Money Manager Interviews >> February 11, 2014
Bottom-Up Fundamental Investing Overweight in Technology
Nancy Zevenbergen, CFA, CIC, is President and Chief Investment Officer at Zevenbergen Capital Investments LLC. Ms. Zevenbergen established Zevenbergen Capital Investments LLC in 1987, creating a responsive, research-focused investment firm. Prior to founding that, Ms. Zevenbergen served for six years as a Portfolio Manager and Research Analyst for Rainier National Bank. She was responsible for supervising trust assets for individuals and organizations with diverse investment goals and varying constraints. Ms. Zevenbergen oversees the firm’s investment policy and portfolio management decisions, maintaining a strong commitment to original research. She graduated from the University of Washington, earning a B.A. in business administration with a concentration in finance. Furthermore, she is a CFA charterholder and is a member of both the CFA Institute and the CFA Society of Seattle. Ms. Zevenbergen serves on the board of Seattle Pacific Foundation. Profile
TWST: Could you please begin with an overview of the RidgeWorth Aggressive Growth Fund and a look at how the portfolio is structured?
Ms. Zevenbergen: We are a subadviser to RidgeWorth