Strategies

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Strategies 2019-08-20T23:20:42+00:00

Strategies

Fact Sheets

Market Oriented

SAM’s Market Oriented investment strategy combines a price driven, proprietary quantitative stock selection process with fundamental analysis to select stocks contained within the S&P 500 index. It is structured for the long-term investor seeking to outperform the S&P 500 index over a market cycle by investing in an actively managed domestic equity portfolio. (more)

Worldwide Equity

SAM’s Worldwide Equity strategy is structured for the value-oriented investor who seeks return through the use of US and non-US (ADR) equity securities. This product is offered to the more risk-averse, US dollar-denominated client and seeks to achieve a more risk-efficient return by investing in a portfolio composed of 10 to 30 percent non-US common stocks and 70 to 90 percent US common stocks. (more)

Worldwide Balanced

SAM’s Worldwide Balanced is structured for the value-oriented investor who seeks return through the use of US equity and fixed income securities and non-US (ADR) equity securities. The objective is to buy “high quality” large capitalization companies (both domestically and internationally via ADRs) at a discount to their fair market value. The fixed income allocation (typically 20%-40% of the portfolio) is composed of short/intermediate duration high quality corporate bonds, US treasuries or US agency securities. (more)

Worldwide Dividend Plus

SAM’s Worldwide Dividend Plus strategy is structured for the value-oriented investor seeking return through the use of US and non-US (ADR) equity securities. It is offered to the more risk-averse, US dollar-denominated client and seeks to achieve a more risk-efficient return by investing in a portfolio composed of 10 to 30 percent non-US common stocks and 70 to 90 percent US common stocks. The strategy emphasizes companies with above market dividend yields, consistent payout of dividends and/or the prospect of increasing dividends. (more)

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