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Our core strategies are managed for individuals and institutions seeking our expertise in large-cap equities. The strategies are focused on generating strong risk adjusted returns and are suitable for different needs and risk tolerances.
Our Dividend Growth strategies invest primarily in mid and large capitalization dividend paying stocks of high quality companies at a discount to the investment managers’ assessment of intrinsic value. Our strategies include our Core Dividend Growth and Low Volatility Dividend Growth.
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Growth At A
Our GARP Strategy seeks to capitalize on purchasing stocks with strong profit growth at advantageous prices. We take a continuous and consistent approach to identifying companies that are focused on enhancing shareholder value to produce favorable results.
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Growth At A Reasonable Price
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