 Investment Philosophy  Disciplined Growth Strategy Dividend Equity Strategy Fed Focused® Strategy Fixed Income Strategy Complementary Strategies  |
Disciplined Growth Strategy
Strategy Description Aims for superior after-tax returns while seeking above-average capital growth. Investment Approach and Process Through quantitative and fundamental analysis, our investment methodology identifies large capitalization companies with above-average growth rates relative to their current market price. This disciplined valuation approach identifies attractive sectors, industries and individual stocks. We believe that over time market outlook and investor sentiment will reward these companies. Process Starting from the initial universe of some 900 large capitalization issues, we screen 30 to 40 companies who meet the following criteria: Valuation - Attractive Price-to-Earnings-to-Growth Ratios, indicating the stock is inexpensive relative to the issue’s own history. Attractive valuation within industry and sector. |