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High Dividend Yield

- Traditional value manager; fundamental, bottoms up.
- Intense valuation discipline - will hold high levels of cash if target companies are too expensive.
- Generous dividend yield.
- 35 holdings and 15% turnover.
- Exceptional downside capture and low volatility.
- 10-year beta of only 0.48.
- 10-year downside capture of 37%.

Fact Sheets


Form ADV & CRS