Our strategy was originally incepted for ultra high net worth families as a means of generating above market dividend yields in addition to stock price appreciation. The strategy generates tax advantaged income with qualified dividend tax treatment.
In this strategy we seek to identify and invest in companies that are:
Our investment process is data driven, factor-based model coupled with a qualitative overlay for ultimate portfolio construction. The process is systematic, intuitive and repeatable.
Portfolios are reconstituted and rebalanced each quarter. Our portfolio managers are focused on tax efficiency (low turnover) and offer the option to systematically harvest capital losses during volatile periods to lower an investor’s overall tax burden.
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