| |
|
|
| |
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 40 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.
|
|
| |
|
|
 
|
|
|
 
|
|
|
>
|
|
|
 
|
|
|
 
|
|
|
 
|
|
|
 
|
|
|
 
|
|
|
 
|
|
|
 
|
|
|
 
|
|
| |
|
Validea Capital Management, LLC
363 Ridgewood Road
West Hartford, CT 06107
Phone: (860) 656-0383
info@valideacapital.com
|
| |
|