Strategies

Four distinct solutions addressing different investment objectives

Focused Equity

The Focused Equity strategy seeks to grow capital by investing in companies with exceptionally high returns on capital, stable profit margins, and a consistent history of earnings growth.

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Growth

The Growth strategy seeks long-term growth of capital by investing primarily in large-capitalization companies.  The strategy focuses on companies with a consistent history of earnings growth.

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Equity Income

The Equity Income strategy seeks to provide above-average dividend income as well as long-term capital appreciation by investing primarily in the common stock of well-established large-capitalization companies.

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Balanced

The Balanced strategy seeks to provide a total return through a combination of income and capital appreciation by normally investing 35-70% of its assets in equity securities and the remaining in fixed-income securities, cash, and cash equivalents.

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