Equity Compass Portfolios & Products
Select Quality
Growth & Income Portfolio

Objective

Seeks to provide capital appreciation and income through a diversified portfolio of high-quality stocks

Highlights

Opportunistic stock selection
  • Integrates fundamental, technical, and behavioral themes that are proven sources of excess returns
  • Use of quantitative models helps evaluate more information on a much wider universe of stocks
Portfolio tactics that seek to maximize risk-adjusted return potential
  • Invests across styles and market capitalizations to attempt to exploit the most attractive investment opportunities
  • Diversified across ten S&P sectors and holds equal weight positions in 30 stocks
  • Add dividend growth measure to improve returns
  • Rebalanced quarterly to optimize exposure to drivers of excess returns
  • Investment process designed for moderate turnover

Investment Process