Our Process

DRZ’s Value Methodology
is 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