Strategy Inception: June 1, 2010
Portfolio Managers: Anu Prabhu
Brady Gingrich
Brady Gingrich
Dividend Yield: 3.93%
P/E Ratio: 17.20
Firm Assets: $761 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.