Overview
Portfolio
Performance
Strategy Facts
Commentary
Investment Team
Partner and Equity Portfolio Manager
Partner and Equity Portfolio Manager
Partner and Equity Portfolio Manager
Equity 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