- Pursues a high level of current income and long-term capital appreciation utilizing proprietary top-down and bottom-up analysis.
- Offers the potential for competitive upside performance in strong market environments and the potential for lower downside risk in weak markets.
"Since its inception, we've followed a flexible investment strategy seeking high, current income and long term capital growth by investing in stocks, bonds and alternative investments such as REITs, MLPs, commodities and preferred securities. We believe the strategy's asset class and sector flexibility enables us to find unique investment opportunities. We are long term investors often selecting securities we believe are undervalued with a margin of safety, but that also offer strong growth potential."
Strategy Inception: January 1, 2003
Portfolio Manager: James M. Russo
P/E Ratio: 13.25
12 Month Yield: 4.83%
Firm Assets: $304 million
Benchmarks: Blended Index and U.S. Fund Allocation – 50% to 70% Equity
*Available through TD Ameritrade, Schwab and Lockwood/Pershing Managed Account Solutions.