ValuePlus is a value-oriented investment strategy which seeks to achieve long-term capital appreciation
by investing in undervalued equity securities. The portfolio also provides meaningful current income by investing in equities
with dividend yields in excess of the market. The strategy is designed for clients who desire the potential long-term real
economic returns of the stock market alongside of high current income which is designed to dampen portfolio volatility.
See our explanation of relative dividend yield
for more detail on the investment screening process.
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