Active Value Investing
Core Portfolio
Different goals, same investing principles.
Whether you’re looking for growth or income, our portfolios are still all-terrain, crisis-resistant, long-term oriented, and built on our Active Value Investing principles.
Active Value Investing
Dividend Portfolio
Tailored to | Portfolio growth | Stable and rising income stream |
Total return objective (price + dividend) | High | Medium |
Dividend-paying stocks |  | |
Non-dividend-paying stocks | |  |
| | (extra emphasis on stability of cash flows) | |
Very significant | Significant | |
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25 - 30 | 25 - 30 | |
Fees |
Download our brochure for a more detailed explanation of our portfolios