Yield. Valuation. Fundamentals.
U.S. SMID-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: Does not exceed the largest market capitalization in the Russell 2500 Value Index
- Dividend Requirement: Equal to or greater than 1%
- Relative Valuation: 10 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: 65-75
- Inception Date: 3/31/2003
- Investment Vehicles: Separate Account