Overview
Portfolio
Performance
Strategy Facts
Commentary
Investment Team
Senior Partner and Equity Portfolio Manager
Senior Partner and Equity Portfolio Manager
Partner and Senior Equity Analyst
Associate Analyst
Equity Income Facts
Fiscal Year End12/31
Inception Date1/1/2001
SMA Minimum Initial Investment$1,000,000
Subsequent Minimum InvestmentsNone
BenchmarksS&P 500, DVY