Past performance does not guarantee future results.
Investment Style
A highly selective, value-oriented 10-15 stock portfolio
A disciplined, proprietary quantitative process identifies mega cap companies (largest 100 value securities by market cap at time of purchase) that meet criteria of relative value, economic health, and dividend yields
Performance Highlights
Delivers higher than market average dividend income and downside capital preservation
High-conviction portfolio with low annual portfolio turnover (typically <40%) and high active share (differentiated significantly from the benchmark)
[1] Indices are unmanaged and investors cannot invest directly in an index. The Russell 1000 Value Index measures the performance of those Russell 1000® companies with lower price-to-book ratios and lower forecasted growth values. The Russell Top 200® Value Index measures the performance of the especially large cap segment of the US equity universe represented by stocks in the largest 200 by market cap that exhibit value characteristics.
Market Commentary
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