skip to main content

Investment Approach

Portfolio management and security selection encompasses both fundamental and technical analysis. Management employs internal and external intelligence in the execution of this approach.

The Strategy typically invests in 25-40 equities chosen primarily from the U.S.. Up to 10% of the strategy can be invested in ADR securities from the major developed markets of Europe and Asia. The portfolio also generates additional income through selling covered calls.

Investment Objective

The Value Leaders LCV Strategy invests in equities with high dividends and with stock capitalization over 7.5 Billion. The strategy is concentrated in leading firms from the energy, healthcare, real estate, and consumer staple sectors.

Performance & Literature

Marketing Deck
Contact Our Asset Management Firm