Equity strategies

As equity manager, we place a strong emphasis on:

  • High quality companies with proven management
  • Companies geared toward capital appreciation as well as those focused on consistent dividend growth
  • Monitoring holdings regularly to meet valuation, price and risk criteria
  • Broadening our diversification through the use of Exchange Traded Funds or mutual funds to complement our large cap equity class with international, emerging markets, small and mid cap, real estate, commodities, energy infrastructure and alternative asset classes

Invest in High Quality Growth Stocks that Pay Dividends

  • Primarily stocks ranked “A+, A, or A-” by Standard & Poor’s Corporation
  • Highly stable and strong growth of earnings and dividends
  • Quality and stability of earnings help protect principal value in down markets

Build Portfolios with Relative Portfolio Concentration

  • Maximum of thirty-five large cap stocks
  • Avoids unnecessary over-diversification
  • Increases out performance opportunities

Invest for the Long Term

  • companies to own, not stocks to trade
  • Allows owning companies through entire earnings growth cycle
  • Low turnover – five year average 12%*; higher tax efficiency