Strategies

Select Dividend

 The Select Dividend Strategies are concentrated, low-turnover, high active share equity strategies that seek to offer current income and income growth, as well as capital appreciation with less risk than the broader equity market. Portfolios are accessible via three geographic focuses; Global, Europe, and U.S.

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Strategy Details

INCEPTION DATE

12/31/2010

ACCESSIBILITY

SMA

MINIMUM INVESTMENT

$250,000

NUMBER OF HOLDINGS

25-35

GEOGRAPHIC FOCUS

Global, Europe, U.S.

Investment Process

AR-Process
1

Multi-Factor Screening

Companies are systematically ranked on key investment attributes

2

Fundamental Analysis

Investment team performs due diligence on top ranking names to identify suitable holdings and assign ranks

3

Portfolio Construction and Optimization

Optimization and risk analysis determines individual stock weights in the portfolio

Portfolio Management

Adam Steffanus, CFA Steffanus (Website)
Adam Steffanus, CFA
Portfolio Manager
Michael Valentinas M. Valentinas (website)
Michael Valentinas
Portfolio Manager
Justin Lamb Lamb (website)
Justin Lamb
Analyst

Materials

Fact Sheet
Download
Presentation
Download
Commentary
View

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