Equity Focus portfolios are typically invested between 80% and 100% in equity investments. We manage Equity Focus portfolios with either an appreciation or yield orientation. Both strategies focus on stocks that our fundamental analysis identifies as undervalued.
Appreciation oriented portfolios target returns in excess of the broad equity market and consequently assume more risk. Holdings include equity securities of all types with a focus on smaller companies that appear to be overlooked by the market.
Yield oriented portfolios aim to capture most of the returns offered by the broad equity market while assuming less risk. Holdings in larger, established companies that pay dividends are complemented by investments in other income-producing securities and funds.