Dividend Value


 
  Primary Style: Large-Cap Value (Dividend Focus)
Style Benchmark: Russell 1000 Value


The Dividend Value portfolio looks for fundamentally sound stocks that pass our proven quantitative strategies. The portfolio analyzes mid- and large-capitalization companies, looking for 20 opportunities that trade at a deep discount based on multiple valuation criteria. A host of financial strength measures are analyzed to target firms with improving financial health. The strategy's deep value orientation and dividend income emphasis make this model appropriate for long-term investors looking for income and capital appreciation. This portfolio is rebalanced monthly and intelligent tax selling rules are applied to the sale of individual positions in order to maximize the portfolio's tax efficiency.

For detailed performance statistics on our Dividend Value portfolio, please click the request more information link on the right of the page to speak to one of our investment consultants.
 
 
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> Dividend Value
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Validea Capital Management, LLC
4 Buckingham Lane
West Hartford, CT 06117

Individuals
Phone: (860) 656-0383
jcarbonneau@valideacapital.com

Institutions and Financial Advisors
Phone: (617) 848-0908
kguerraz@valideacapital.com
 
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