Our Core Equity Strategy invests in high quality companies with strong balance sheets and reasonable earnings growth. These companies have above average dividend yields with the prospect for dividend growth. The strategy is well diversified across sectors.
Our overarching macro outlook focuses on addressing the economic, social and political environment to identify those areas of the economy that will thrive and to which capital will flow. The Core Equity Strategy considers those companies and sectors that align with our macro outlook, while de-emphasizing or avoiding those that we believe are facing the greatest headwinds.
We apply standards of valuation to find businesses that will benefit the most.
Our team of seasoned investment professionals work collaboratively to develop and deliver high-conviction, low-correlated strategies designed to help clients achieve their financial objectives.
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