skip to Main Content
Equity Income Strategy

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. The strategy targets financially strong companies with healthy free cash flow and good prospects for future earnings growth.

The majority of total assets will be invested in dividend-paying stocks, with an emphasis put on those companies showing the ability to consistently increase their dividends over time.

Performance Report

Performance Report

Download Our GJCM Performance Report         Q3-2021 Equity Income (pdf format).

The above image is not current performance data.  Please click on the above image for updated performance numbers.

Top Ten Holdings as of 12/31/2021

Sorted alphabetically by company name.  Holdings are subject to change after the date presented.  Quotes are 15 minute delayed.