ValuePlus

Compass w Boards_Lightened_Jan 2018_edited.jpg

The ValuePlus portfolio is a value-oriented investment strategy which seeks to achieve long-term capital appreciation by investing in undervalued equity securities. The portfolio also provides meaningful current income by investing in equities with dividend yields in excess of the market. The strategy is designed for clients who desire the potential long-term real economic returns of the stock market alongside of current income which is designed to dampen portfolio volatility.

Style

Large Cap Value | Equity Income

Approach

Bottom-up fundamental

Strategy Inception

October 1, 1989

Holdings

40 to 60

Attributes

+ Yield/Income

+ Active Management

= Downside protection & desirable risk-adjusted returns

Vehicles

Separate Account

Mutual Fund

SMA/UMA Managed Account