Past performance does not guarantee future results.
Growth holdings have rising earnings tied to pricing power and enjoy an economic tailwind; value holdings are financially sound mega caps with high and growing dividend yields
The ratio of growth to concentrated value holdings can be customized for the client’s investment goals and objectives
The approach aims to deliver an above average dividend yield.
High-conviction portfolio with low annual portfolio turnover (typically <50%) and high active share (differentiated significantly from the benchmark)
 Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.