The Dividend All-Cap Value Strategies utilize a fundamentally driven research process to identify attractive purchase candidates from an all cap universe of high yielding equity securities. These Strategies invest in well-managed, financially strong companies with high and growing dividends. The Strategies further target companies that are trading at a meaningful discount to the assessed Absolute Value. The stock selection process is complemented by a risk averse portfolio approach that employs balanced diversification and a structured sell discipline.
Dividend All-Cap Value Q1 2012 Fact Sheet
Dividend All-Cap Value II Q1 2012 Fact Sheet
