Strategy Inception: June 1, 2010
Portfolio Manager: James M. Russo
Dividend Yield: 4.85%
P/E Ratio: 14.27
Firm Assets: $561 million
Benchmark: 50% iShares Russell 1000 Value ETF (IWD) and 50% iShares MSCI EAFE Value ETF (EFV)
- 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.
- Offers the potential for competitive upside performance in strong market environments and the potential for lower downside risk in weak environments.