Growth and Income Equity

The goal of the equity investments is to generate long-term capital appreciation and dividend income. Security selection is rooted in traditional fundamental analysis with a focus on accelerating business fundamentals. The team seeks companies with inflecting earnings and revenue growth, strong balance sheets, free cash flow generation, and sustainable competitive advantage. Qualitative assessments including management quality, customer health, competitive forces, and market opportunity are also considered.

Most equity investments will be made in large capitalization companies with a history of growing earnings and dividends. Portfolios are constructed to have an equity dividend yield similar to that of the S&P 500 and are diversified across multiple sectors to balance risk. An important part of our investment process is the construction of portfolios using risk management tools.

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