Yield. Valuation. Fundamentals.

Our Process

DRZ Logo 2DRZ’s Value Methodology
clear box 2is based upon Three Equally Balanced Factors:

  • Dividend Yield
  • Low Long-Term Relative Valuation
  • Fundamental Catalyst

 

Equity Philosophy

We believe:

  • Undervalued stocks with a dividend yield and a fundamental catalyst provide the opportunity for superior long-term total returns
  • Bottom-up stock selection is the key component to performance
  • Research moves up from company to industry and economy to confirm improving prospects
  • Funds are moved into stocks which have better risk/reward prospects