Our objective is to provide competitive returns with low volatility by using price timing within a carefully selected basket of U.S. large cap equities chosen to provide exposure to global markets.
GUIDING INVESTMENT PRINCIPLES
We invest based on fundamental analysis with an emphasis on financial stability, long-term earnings and dividend history.
Inception Date: April 30, 2008
Number of Holdings: 4 – 121
Large Cap Multinational
This strategy invests only in large-cap, multi-national firms that pay dividends and are determined to be underpriced based on our proprietary intrinsic value model.
Chief Portfolio Manager
Associate Portfolio Manager