Investment Objective

The primary objective of the strategy is the achievement of attractive dividend income coupled with long-term growth of capital, primarily through the investment in a portfolio of equity or equity-related securities of issuers with business operations located in the United States.

Investment Strategy

We employ a system-driven bottom up research approach to assess relative value, growing sustainable dividends and capital growth potential within a broad stock-selection universe. We use a quantitative approach to analyze multiple fundamental factors and incorporate financial data and other information relative to the issuer, including rates of change of fundamental factors. The strategy maintains a large-mid capitalization bias and is broadly diversified by issuer and sector, seeking to isolate stock selection as the primary source of alpha.

Related Strategies

Segregated Accounts