Quarterly Review
January 2025
4Q2024 Investor Letter
2024 MARKET RECAP 2024 delivered another strong year for stock investors across the market cap…
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Dividends Pay Dividends®
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Income Growth
Focuses on generating a high level of current income that will grow over time.
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Large Cap Quality Growth
Focuses on providing protection in falling markets, while preserving the ability of capital to appreciate over long periods of time.
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Dividend Growth ESG
Focuses on dividend growth companies while integrating core beliefs surrounding sustainability, social impact and other ESG-related factors.
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smig®
Focuses on generating a high level of current and growing income owning high-quality, dividend-paying small and medium-size companies.
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Small Cap Quality Growth
Focuses on providing protection in falling markets and price appreciation potential owning high-quality, dividend paying small-size companies.
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