The Sizemore Capital Dividend Growth Portfolio invests in dividend-paying stocks, REITS, MLPS, and other income-producing securities with the primary objective of generating a high and growing income stream that will outpace inflation over time, and a secondary objective of long-term capital gains.
ETFs / Funds
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The Undervalued Opportunities investment strategy is suited for investors who are seeking concentrated exposure to securities. The strategy will seek both investment in securities and short selling. Through active management the strategy strives to beat the annualized returns of the S&P 500 over a long period of time.
The Beckerman Asset Allocation portfolio has a goal of generating long term growth with a secondary goal of income generation. The portfolio will invest across a range of asset classes including stocks, bonds, alternatives and cash. It retains flexibility to overweight certain asset classes given the managers perception of fundamental opportunities. We believe that this strategy is appropriate as a core holding for investors.
Mott Capital Management is a Thematic Growth investor using themes and trends in society to find exciting growth stories. Once we find a theme we want to capitalize on we begin searching for products that interact with the end user. From there we begin the company search process. Our investment strategy is long-term because that is our edge. We understand and recognize when events are critical and when they are not. We also believe investing long term is a way to neutralize market volatility.
The objective of VL Capital’s U.S. Equity Strategy is to apply our systematic investment process to domestic equities while adhering to the principles of fundamental value investing. The proprietary stock-selection system we use functions by combining several tested stock evaluation methods derived from both academia and successful investors. Each stock receives a numeric ranking based on the financial attributes we evaluate on a per company basis.
Past performance is no guarantee of future results.
Periodic and since and the corresponding spark chart is calculated to the most recent month end date.
Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations.
All graph data is as of the end of day for the referenced period, unless otherwise specified.