U.S. Equity

U.S. equity — we believe that over the long term, superior stock performance comes from sustainable earnings growth. Consequently we look for companies with the history and ability to produce sustainable, profitable growth, and that exhibit appropriate quantitative characteristics, including valuation. Moreover, by paying close attention to company and sector selections, we create portfolios that offer proper diversification with reduced volatility and risk.

U.S. Income & Growth – an actively managed, broadly diversified portfolio of U.S. stocks that offers predictable income and the opportunity for capital appreciation.

Both of these strategies are available as pooled funds or as segregated portfolios.

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