Overview
Our team believes that:
- Constructing a portfolio of stocks with lower beta and above-average dividends to help improve long-term downside capture.
- Seeking high-quality, durable franchises with sustainable income and cash-flow stream visibility, helps provide excess yield relative to MSCI All Country World Index.
- Constructing portfolios based on conviction level, risk/reward analysis, balance & diversification requirements and ESG considerations, helps create an overall strategy with lower beta and higher yield relative to the Index.
Characteristics & Performance
Composite Inception | 1/31/2007 |
| Strategy AUM | $0.7 Billion as of 3/31/25 |
| Benchmark | MSCI All Country World (Net) |
| 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, which includes fee information and criteria for composite performance creation.
Available Vehicles
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Investment Team
- Portfolio Managers
- Research Analysts
- Client Portfolio Manager
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