Markets & Economy
Mid-Year 2017 Outlook
As the U.S. Ages Gracefully, a Resurgence Abroad.
June 13, 2017
A large-cap equity strategy focusing on investing in U.S. companies with above-average dividend yield and attractive valuation.
The strategy focuses on identifying companies with above average yields that are mispriced based on valuation and fundamentals. In addition to common equities, the manager may also invest in convertible bonds and structured notes should they present an attractive yield and risk-reward profile.
Michael Levine, CFA, serves as portfolio manager of the Equity Income strategy. Before joining the Firm in 1994, Mr. Levine was a research analyst and portfolio manager at AMAS Securities where he managed both equity and fixed income assets.