Investment Approach

We employ fundamental research and active, bottom-up stock selection to construct a portfolio of higher-quality companies, with a focus on stocks  that generate above average income. We favor names featuring compelling valuations, attractive long-term fundamentals, and strong dividend yields.

  • Employ a value-oriented investment approach
  • Focus on companies with an above-average dividend yield – always a positive component of total return. 
  • Utilize a thorough "bottom-up" fundamental research evaluation of each holding.

Current Year Performance

Past performance cannot guarantee future results. All investments are subject to risks, including possible loss of principal.

1 Net annual returns reflect the deduction of a 3.00% annual wrap fee which is the maximum anticipated wrap fee deducted from the “pure” gross composite returns. Actual fees may vary. “Pure” gross returns are presented before the deduction of expenses and all other fees, but may include transaction costs. Returns include reinvestment of dividends and capital gains. 


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