Quality Equity 2018-01-12T23:34:14+00:00

Quality Equity

A Concentrated and Diversified Portfolio

We believe that companies with stable and predictable income streams are more likely to pay dividends than companies with growing or volatile income. Our focus is on those sectors that outperform with lower volatility over the long-term.

Portfolio Construction & Risk Management

  • Construct a portfolio of 30-35 holdings that are generally
    equally weighted with 10-20% collars for rebalancing.

  • Emphasize certain sectors that will comprise approximately 80-85% of
    the portfolio.

  • Tactically invest in the remaining sectors more

  • Low portfolio turnover that has averaged 10-15% annually.

  • Minimal cash position at less than 3%.

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Our Strategies

Find out more about our offerings.

Quality Equity
Balanced Portfolios
Contrarian Equity
Custom Portfolios