Large Cap Equity
A Shared Approach Seeking to Uncover Opportunities
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DIVIDEND VALUE
The objective of the Dividend Value strategy is to deliver investment returns that exceed the Russell 1000 Value index over a full market cycle by focusing on stocks with above-average dividend yields. We invest in the highest 40% of dividend-yielding stocks to take advantage of the attractive risk-return characteristics of this subset. A secondary consideration is the inclusion of companies that raise their dividends on a consistent basis. Finally, we employ a valuation overlay that we believe enhances total returns and aids in downside protection.
COVERED CALL
The objective of the Covered Call strategy is to provide market-like returns in rising equity markets while earning attractive returns in flat or down equity markets. We combine a portfolio of higher yielding stocks with a disciplined covered call strategy to provide a lower volatility total return solution for clients.
Our focus is on creating a well-diversified portfolio of stocks which we believe are undervalued relative to their strong and/or improving fundamentals. The addition of a tactical and flexible call overwriting strategy is designed to provide additional cash flow and reduces volatility of returns.
LARGE CAP GROWTH EQUITY
The objective of the Large Cap Growth Equity strategy is to help clients own a diversified portfolio of Premier Growth companies. These are businesses that possess some or all of the following characteristics:
- High quality products or services
- Sustainable competitive advantages
- Large and growing total addressable markets
We seek to hold positions in these companies when doing so has the potential to generate significant long-term capital appreciation.
Strategy Facts
- All investing is subject to risk, including the possible loss of money you invest. Past performance is no guarantee of future result.
- The views expressed on this website were current as of the date indicated and are subject to change.
- Separate account minimum is $5 million. See form ADV2A under Disclosure tab for related fee schedule.
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