Our flagship portfolios focus on quality and dividends in order to dampen portfolio volatility and enhance returns over a full investment cycle. We offer U.S., international, and emerging market equity strategies across the style spectrum. All of these can be customized to meet your unique requirements, including:
Value strategies target companies with premium dividend yields, as these firms have historically performed better than low- or no-yield companies while providing lower volatility. We use a systematic approach that seeks to provide superior long-term risk-adjusted performance and earn a high and growing income.
Our value styles focus on dividends and include:
Our quality approach to growth focuses on companies that maintain premium profit margins, possess strong balance sheets, and generate stable and growing cash flows. Our proprietary quality metrics seek to dampen portfolio volatility and enhance risk-adjusted returns over time.
Our growth styles include:
We can customize our equity strategies based on style, region, ESG, and religious considerations. Other capabilities include:
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