Past performance does not guarantee future results.
A highly selective, value-oriented 10-15 stock portfolio
A disciplined, proprietary quantitative process identifies mega cap companies (minimum >$45B at time of purchase) that meet criteria of relative value, economic health, and dividend yields
Delivers higher than market average dividend income and downside protection
Outperforms its primary benchmark (Russell 200 Value) gross of fees 100% of the time on a rolling 10-year basis (as of Q4 2019).
High-conviction portfolio with low annual portfolio turnover (typically <40%) and high active share (differentiated significantly from the benchmark)