The strategy invests in high quality, attractively valued companies with sustainable earnings and solid management. The investment team seeks to create a strategy with a potentially growing income stream by investing in a blend of both growth and value stocks that appear likely to increase their dividend payments in the future.
- Seek high quality stocks for downside protection
- Monitor company characteristics seeking attractive risk/reward opportunities
- Monitor portfolio positioning and active risk resulting from individual security selection vs. peers and benchmarks
- Utilize quantitative tools to identify factor and style exposure
Firm Level: Independent Risk Management Team
- Independent risk group performs comprehensive portfolio reviews with investment team and senior management
- Monitor individual security holdings across the entire firm