Overview
Employs a relative value strategy and invests in high-quality companies with the ability to grow their dividends while providing the potential for capital appreciation and downside protection
Characteristics & Performance
Composite Inception | 3/31/2014 |
| Strategy AUM | $0.1 Billion as of 3/31/25 |
| Benchmark | S&P 500 Index |
| Holdings Range | Typically 50 – 70 |
Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation for additional details, important performance information and disclosures.
Available Vehicles
Investment Team
- Portfolio Managers
- Research Analysts
- Client Portfolio Manager
