BLUE CHIP INCOME INVESTMENT STRATEGY

  • The Blue Chip Income Universe Consists Of Large-Capitalization, High-Quality, Dividend Paying Stocks – Subset Of The AW 200 Stock Universe
  • The Universe Is Evaluated By:
    •   MFRS Projected Alpha   Return on equity
        Financial strength   Free cash flow
        Dividend yield   Forecasted earnings
  • Seek To Maximize After-Tax Returns Through Stock Selection And Loss Harvesting
  • Active Buy/Hold/Sell Discipline
  • Control Risk By Broad Equity Diversification
    • Passive weightings to 24 industry groups
  • Portfolio Consists Of Approximately 55 To 65 Stocks
  • Blend Of Value, Growth And Quality Characteristics
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