Equity Products
September 30, 2024
Dividend Income+
To generate current income in the form of a dividend yield exceeding that of the S&P 500 and achieve long-term capital appreciation by selecting and investing in companies with compelling fundamental factors and underlying free cash flow metrics.
September 30, 2024
Absolute Opportunity+
To achieve long-term capital appreciation by selecting and investing in companies with compelling upside potential due to pricing inefficiencies and/or market-driven events.
September 30, 2024
Core+
To achieve long-term capital appreciation and favorable risk-adjusted returns by selecting and investing in companies with sustainable competitive advantages, durable growth prospects, improving earnings and strong free cash flow.
September 30, 2024
Evolution+
Seeks to achieve long-term capital appreciation. The investment portfolio invests opportunistically and selects companies with compelling upside potential, pricing inefficiencies, and/or event driven opportunities.