Chemicals-Diversified, Chemicals, Basic Materials
The Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
The Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap high dividend stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
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Our Pure Growth portfolio typically invests in equities. It focuses on companies that meet or exceed specific fundamental ratios based on their return on equity, price to earnings to growth ratios, and liquidity.
Our long-term value portfolio invests in the firms that have the competitive advantage in their market segments with the potential to grow for the long term. We hold most of our equities for the long term as long as they are reasonably valued and have ample margin of safety. We focus on capital preservation and consistently look for growth opportunities.
Our Growth Plus Income portfolio seeks to target an annual yield of 5%. We use both dividend-paying stocks and bond Exchange-Traded Funds (ETFs) in this growth- and income-oriented portfolio.
The development of the U.S. shale industry is still infantile, however the potential output from these shale deposits can potentially ease the U.S. reliance on foreign energy and provide a significant amount of jobs to Americans in an economic downturn.
Our Small Cap portfolio seeks to achieve capital appreciation by primarily investing in small companies with above average growth potential. Small companies, according to the manager, are companies whose market capitalizations are generally less than $2 billion at the time of purchase. The manager maintains a concentrated portfolio of small cap companies traded on US exchanges.