Contrarian - This investment approach focuses on investing in the stocks of companies that are out of favor with investors. Generally these companies have a solid franchise, a history of returning shareholder value and a dominant market share where cash flows are increasing. Multiple Discipline Account - This investment approach seeks to diversify investor portfolios among different stock investment styles in order to attempt to maximize investment performance opportunities. This diversification can reduce the overall risk and volatility of a portfolio. This conservative and disciplined investment approach focuses on investing in the stocks of large growth companies at attractive prices.
Portfolios also contain high-quality fixed income securities.
The combination of stock and bond investments creates portfolios providing opportunities for capital appreciation and income. This investment approach focuses on investing in the stocks of high-quality, undervalued companies where positive change is occurring but is not yet reflected in the price of the stocks. The bond portions of the portfolios are structured to generate income and enhance stability. The bond portion of these portfolios, combined with the equity component, create investment portfolios positioned to generate the potential for competitive long-term growth and income. This investment approach offers a combination of capital growth and current income.