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.
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.
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For the first quarter of 2021 Infrastructure PLUS was up 1.4%, lagging our infrastructure benchmark (Dow Jones Brookfield US Infra Index) which was up 8.7% as well as the S&P 500 which was up 6.2%. Infrastructure PLUS’s strong 2020 performance benefited from the...
For the first quarter of 2021 Infrastructure PLUS was up 1.4%, lagging our infrastructure benchmark (Dow Jones Brookfield US Infra Index) which was up 8.7% as well as the S&P 500 which was up 6.2%. Infrastructure PLUS’s strong 2020 performance benefited from the...
For the first quarter of 2021 Infrastructure PLUS was up 1.4%, lagging our infrastructure benchmark (Dow Jones Brookfield US Infra Index) which was...
Firm Leverages Pricing Dislocations and Increased Demand and Launches Three New Strategies Memphis, TN – October 27, 2020 – Principal Street...
Market Overview The COVID-19 pandemic continued to upend the global economy in the third quarter as cases and deaths rose. U.S. cases increased by...
The current low inflation environment may be coming to an end following the Federal Reserve’s new inflation monitoring guidelines. According to...
With interest rates nearing zero and stalwart companies cutting dividends, income investing is more challenging than ever before. However, just...
