Strategy Inception: January 1, 2003
Portfolio Manager: James M. Russo
Dividend Yield: 4.14%
P/E Ratio: 11.55
Firm Assets: $403 million
Benchmarks: iShares Russell 1000 Value ETF
*Available through TD Ameritrade and Schwab separate account managed programs.
- Pursues a high level of current income and long-term capital appreciation utilizing proprietary top-down and bottom-up analysis.
- Seeks a substantially higher dividend yield than the broad market.
- Invests primarily in 25- 50 companies with dividend growth potential.
- Offers the potential for competitive upside performance in strong market environments and the potential for lower downside risk in weak environments.