Strategies

Core

Consists of approximately forty predominately US-based companies that in our view represent a good combination of opportunity and value. The portfolio is balanced across sectors of the US economy so the same drivers of economic growth in the US are also present in the portfolio. Companies are equally weighted to manage risk.

Global Dividend

Consists of approximately fifty US and foreign-based companies that in our view represent a good combination of stability, value and dividend growth. Companies are equally weighted to manage risk.

Growth

Consists of approximately forty predominately US-based companies that in our view represent a good combination of opportunity and growth potential. Companies are equally weighted to manage risk.

Value

Consists of approximately forty predominately US-based companies that in our view represent the highest level of quality, stability and offer a compelling value. Companies are equally weighted to manage risk.

Please contact us for more information about any of our investment strategies.