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Large Cap High Yield

The Fund invests in a diversified portfolio of large cap stocks that have a high dividend yield. The Fund seeks to outperform its Benchmark of the Russell 1000 Value Index in both up and down markets. The initial selection universe is the Russell 1000 Index from which we exclude stocks less than $5. We then select stocks with a high dividend yield that also show 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.