Equity Products
March 31, 2023
Dividend Income+
To achieve reasonable income with the potential for capital appreciation. The investment portfolio seeks to capture a dividend yield that exceeds the yield of the S&P 500 index and selects companies based on fundamental factors and underlying free cash flow metrics.
March 31, 2023
Absolute Opportunity+
To achieve long-term capital appreciation. The investment portfolio seeks to invest opportunistically and selects companies with compelling upside potential, pricing inefficiencies, and/or event driven opportunities.
March 31, 2023
Core+
To achieve long-term capital appreciation and favorable risk-adjusted returns. The investment portfolio seeks to invest in companies with sustainable competitive advantages, durable growth prospects, improving earnings, and strong free cash flow.