Strategy Inception: June 1, 2010
Portfolio Manager: James M. Russo
Dividend Yield: 4.30%
P/E Ratio: 8.86
Firm Assets: $403 million
Benchmarks: iShares MSCI EAFE 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 20-50 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.