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Strategy Highlights: |
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Dividend
bias, but screens allow for non-dividend paying companies |
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Large Capitalization bias |
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Above market beta implies greater risk/return
potential |
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S&P 500 benchmark |
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ur
Select Equity strategy was created to respond to
changing market conditions. This strategy leverages our
proprietary screens developed for our Equity Income
strategy, and applies them to a more aggressive Approved
List. The result is a Core strategy that looks to
capture market momentum.
A more aggressive
strategy than our Equity Income philosophy, the Select
Equity is intended for investors who are not income
focused and have total return investment objectives.
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