Large Cap Equity Strategies

Dividend Value

The objective of the Dividend Value strategy is to deliver investment returns that exceed the Russell 1000 Value index over a full market cycle by focusing on stocks with above-average dividend yields. We invest in the highest 40% of dividend-yielding stocks to take advantage of the attractive risk-return characteristics of this subset. A secondary consideration is the inclusion of companies that raise their dividends on a consistent basis. Finally, we employ a valuation overlay that we believe enhances total returns and aids in downside protection.

Covered Call

The objective of the Covered Call strategy is to provide market-like returns in rising equity markets while earning superior returns in flat or down equity markets. We combine a portfolio of higher yielding stocks with a disciplined covered call strategy to provide a lower volatility total return solution for clients. Our focus is on creating a well diversified portfolio of stocks which we believe are undervalued relative to their strong and/or improving fundamentals. The addition of a tactical and flexible call overwriting strategy provides additional cash flow and reduces volatility of returns.

Large Cap Growth

The objective of the Large Cap Growth strategy is to help clients outperform benchmarks by owning a diversified portfolio of Premier Growth companies. These are businesses that possess some or all of the following characteristics – large and growing total addressable markets, superior products or services, and sustainable competitive advantages. We seek to hold positions in these companies when doing so is likely to generate significant long term capital appreciation.

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Jeffrey D. Bilsky

Portfolio Manager/Senior Analyst

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Peter M. Schofield, CFA

Senior Portfolio Manager

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Douglas W. Kugler, CFA

Senior Portfolio Manager

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Mark D. Tindall, CFA

Senior Portfolio Manager

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