Yield. Valuation. Fundamentals.
- Dividend Yield
- Low Long-Term Relative Valuation
- Fundamental Catalyst
- 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