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 capital preservation
Strategy has outperformed its primary benchmark (Russell 1000 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)
 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.