2025
Derwood Chase’s Growth Momentum Stock-Picking Strategy: The Intersection of Value and Momentum
In the field of growth investing, Derwood S. Chase Jr. is undeniably a legendary and representative figure. In 1958, he founded Chase Investment Counsel Corporation, a firm focused on managing corporate pension funds, trust funds, and individual retirement plans, deliberately avoiding any banking-related business. From 1990 to 2001, its institutional large-cap growth portfolio achieved an impressive annualized return of 16.38%. Through a strategy that combined growth and stability, Chase established a long-term return model that could endure across market cycles, providing a benchmark for investors navigating volatile markets.