Strategy Inception: January 1, 2003
Portfolio Manager: James Russo
Dividend Yield: 3.62%
P/E Ratio: 18.77
Firm Assets: $601 million
Benchmarks: iShares Russell 1000 Value ETF
- Pursues a high level of current income and long-term capital appreciation utilizing proprietary top-down and bottom-up analysis.
- Seeks a substantially higher dividend yield than the broad market.
- Invests primarily in 20-50 companies with dividend growth potential.
- Offers the potential for competitive upside performance in strong market environments and the potential for lower downside risk in weak
environments.