The company manages two equity only programs comprised of individually selected stocks: The Equity Value Portfolio and The Equity Income Portfolio. In choosing equities for both portfolios, we employ a value-based approach, applying rigorous, independent research. The Equity Income Portfolio has an added income-producing dividend criteria.
We also manage two strategic portfolios made up of a much broader range of securities : The Strategic Income Portfolio comprises both equity and fixed income investments and has the primary objective of maintaining a high level of current income. The Strategic Equity Portfolio aims to provide investors with broad, but selective, exposure to both domestic and international equity markets.