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 25-30 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
  opportunistically.

• 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.