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 End 12/31
Inception Date 1/1/2001
SMA Minimum Initial Investment $1,000,000
Subsequent Minimum Investments None
Benchmarks S&P 500, DVY