About UsStrategiesPublicationsIn the NewsContact us

Christian Small Cap Dividend Growth

The Fund invests in a diversified portfolio of small cap stocks that have a history of increasing dividends and that also meet Christian guidelines. The Fund seeks to outperform its Benchmark of the Russell 2000 Index at less risk than the Benchmark. The initial selection universe is the Russell 2000 Index from which we exclude stocks less than $5 and stocks that do not meet Christian guidelines, employing the screens developed by the Conference of Catholic Bishops. We also exclude stocks that do not have a history of increasing dividends. We then select stocks with strong Earnings Pressure, a proprietary measure of revisions in analysts' estimates of future earnings. The quantitative stock selection process is disciplined and objective so that there is no style drift over time. The Fund is also tax efficient for taxable investors.

For further information on this strategy and its performance, please contact us.