Growth and Income Managed Account

Invests in what we believe are high-quality large-cap companies that are intelligently allocating capital to promote growth and pay dividends.

Overview

ABOUT THIS PORTFOLIO

A large-cap equity total return portfolio that seeks to provide dampened volatility by delivering a portfolio of high-quality companies – defined by revenue growth, earnings growth and dividend increases. We believe these companies tend to participate in market gains while being potentially resilient on the downside.

WHY INVEST IN THIS PORTFOLIO 

Holds blue chips to a higher standard
Actively managed portfolio of 60 to 80 companies we believe are differentiated and have a history of dividend growth, financial stability, high free cash flow and intelligent capital allocation to fund growth and pay dividends.

Seeks resilient companies to help cushion against market uncertainty
Core allocation with a focus on high-quality, dividend-growth companies potentially benefiting from secular growth trends. By investing in these companies, the portfolio may be resilient to downside volatility and unmanaged market uncertainty.

Experienced team with track record of success
Over half a century of combined investment experience finding dividend-growth opportunities through a variety of market cycles and economic conditions and with a record of competitive risk-adjusted excess returns.

PORTFOLIO MANAGEMENT

Jeremiah Buckley, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 1998.

Marc Pinto, CFA

Portfolio Manager

Industry since 1983. Joined Firm in 1994.

Performance

RETURNS (%) (As of 12/31/2019)
Composite Pure Gross* Composite Net S&P 500® Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Pure Gross* 7.23 27.49 27.49 16.66 13.07 13.50 11.18
Composite Net 6.46 23.84 23.84 13.30 9.80 10.21 7.96
S&P 500® Index 9.07 31.49 31.49 15.27 11.70 13.56 9.87
RETURNS (%) (As of 12/31/2019)
Composite Pure Gross* Composite Net S&P 500® Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Pure Gross* 7.23 27.49 27.49 16.66 13.07 13.50 11.18
Composite Net 6.46 23.84 23.84 13.30 9.80 10.21 7.96
S&P 500® Index 9.07 31.49 31.49 15.27 11.70 13.56 9.87

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