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Equity Income

Our Equity Income Strategy is a diversified portfolio of equity, preferred equity or debt securities with an above average yield, using a contrarian value philosophy and a disciplined fundamental investment process.

Objective

Seeks to generate yield at a reasonable price without sacrificing capital appreciation using a contrarian value philosophy and a disciplined fundamental investment process to select equity positions

Overview

A conviction-weighted portfolio consisting of our best 40-70 yield generating investment ideas, benchmarked against the Russell 1000 Value Index. The strategy is managed by Portfolio Managers Jessica Bemer, CFA and Anne Wickland, CFA.

Approach

Deep Research

Thorough reviews are conducted on each company to ensure they are in line with our investment thesis and upside target potential return

Risk Management

We invest in companies with low financial risk and pay attention to diversification by being conscious of sector and industry exposures

Why Equity Income?

People: An experienced and dedicated investment team
Process: Opportunistic, disciplined and time-tested
Philosophy: A contrarian view on investing, incorporating modern behavioral finance research

For more information on this strategy, pleasecontact us.

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