Tap into Equity Potential
Equity markets have posted strong returns the past few years, but valuations aren’t overly expensive in certain regions. The fundamental underpinnings of the market remain impressive, and the return patterns we see among industries and individual stocks seem favorable for active management.
Rising Net Worth Has Boosted Consumers’ Spending Ability
...And They May Be Growing More Willing to Spend
Dividend Growth Is Cheaper than Dividend Yield
Be Active in Your Equity Exposure
With correlations between stock returns falling back to near-normal levels, stock returns aren’t traveling in lock step as much as they were. Also, the dispersion between stock returns has begun to turn upward, so the differences in returns are showing signs of increasing. Historically, active managers have thrived in these environments.
Growth & Income
Seeks long-term growth by investing in
attractively valued companies.
GROWTH & INCOME?
Invests in smaller companies with the
potential to grow.
Concentrated Growth Fund
A concentrated portfolio of companies that offer long-term growth potential and attractive prices.