Disciplined process
Portfolio managers Darren Jaroch and Lauren DeMore combine fundamental research and quantitative tools to pursue multiple alpha sources, with a strong overlay of risk control.
Dividend growth focus
The investment process focuses on future cash flows and puts distinct emphasis on companies that can grow their dividends and are able and willing to return cash to shareholders.
Seeks value daily
Unlike the benchmark, which defines the value universe once per year, management takes an active approach to defining value daily.
