Dividend 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 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.
 
 
  Consensus
  Select Blend
> Dividend Value
  International
  Market Rotation
  Permanent Portfolio
  Asset Allocation
  Hot List
  Hot List Rotation
  Style-Focused Portfolios
  Mutual Funds
 
Download Our Investment Kit
With Our Latest Performance   

Request More Information
About Validea Capital Management

Contact Information
Validea Capital Management, LLC
363 Ridgewood Road
West Hartford, CT 06107

Phone: (860) 656-0383
info@valideacapital.com
 
Home  |   About Us  |   Investment Approach  |   Portfolios  |   News  |   Contact Us

Copyright 2011 Validea Capital Management All Rights Reserved  Site Disclaimer