Targets long-term appreciation with low volatility through a combination of capital gains, dividends, and interest income in a value-oriented portfolio of stocks, combined with holdings of less volatile bonds.
Targets long-term appreciation through capital gains and dividends in a portfolio of value-oriented stocks, each with meaningful capital appreciation potential.
Seeks absolute returns in excess of equity market returns in a concentrated portfolio of 10 to 15 of our highest-conviction value-oriented stocks.