ZEVENBERGEN CAPITAL Overview

Zevenbergen Capital Investments Llc is an investment advisor that manages 2.4 BN dollars in regulatory AUM and has 16 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 102% of the manager's regulatory AUM.

ZEVENBERGEN CAPITAL StockAlpha

-6.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ZEVENBERGEN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 8.12% Cons. Disc. -11.19% -1.13% 0 32%
XPO 5.84% Industrials 22.42% 0.64% 3 8%
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FEATURED IN
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ZEVENBERGEN CAPITAL Founders and Key Employees

Name Title In Position Since
Nancy A. Zevenbergen Director, President, Chief Investment Officer December-1986
Donna B. Deboutray Managing Director December-1994
Elise C. Foley Managing Director December-1995
Leslie C. Tubbs Managing Director December-1995
James L. Fasano Managing Director October-2003
Herbert W. Albin Managing Director October-2003
Justin W. Buller Chief Compliance Officer January-2009

ZEVENBERGEN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

ZEVENBERGEN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
ZCI’s growth equity investment philosophy and stock selection process is predicated on revenue, cash flow and earnings growth being the essential catalysts of stock price appreciation, combined with a




5
company’s financial flexibility and experienced management offering competitive advantages during market downturns.

ZCI uses fundamental, bottom-up analysis when making investment decisions. Sources of information may include Wall Street research, financial newspapers and magazines, various research materials, company press releases, prospectuses, annual reports and other filings with the SEC, and review of corporate activities. In addition to these sources, ZCI makes use of conferences and other instances to meet with company management, listens to quarterly company conference calls and attends trade and/or industry gatherings to gain further infor...
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ZEVENBERGEN CAPITAL Portfolio Concentration

ZEVENBERGEN CAPITAL Location

601 UNION STREET
SUITE 4600
SEATTLE, Washington
UNITED STATES, 98101-2323

ZEVENBERGEN CAPITAL Contact Information

Phone Number: 206-682-8469
Fax Number: 206-682-9625
Website:

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