Yield. Valuation. Fundamentals.
U.S. Large-Cap Value
- Investment Philosophy: Undervalued stocks with a dividend yield and a fundamental catalyst provide the opportunity for superior long-term total returns
- Market Capitalization: $2 Billion and greater
- Dividend Requirement: Equal to or greater than current S&P 500 yield
- Relative Valuation: 20 year history
Yield
Price to Book
Price to Earnings
Price to Cash Flow - Fundamental Catalyst: Unique to company
- Activity: Consistent execution of our well-defined buy/sell discipline leads to activity
- Average Number of Holdings: 65-80
- Strategy Inception Date: 9/30/1985
- Investment Vehicles: Separate Account; Daily Valued Collective Trust