Earnings Revision Growth Strategy (ERG)
The ERG strategy seeks long-term capital growth by investing primarily in securities of large companies through a disciplined, broadly diversified portfolio of approximately 25 to 40 stocks. The strategy generally invests in profitable companies that have little or no debt and are experiencing positive, timely and sustainable change by factors our firm can quantify. Beyond diversification, the ERG strategy reduces risk by investing in companies with healthy balance sheets.

For investors seeking allocation to domestic large cap growth, the ERG strategy is an excellent means of achieving this exposure. Furthermore, with the ERG strategy’s historically low correlation to all major market index benchmarks, adding the ERG strategy to a well-diversified portfolio offers investors an opportunity to enhance portfolio returns while reducing overall portfolio risk.

Earnings Revision Dividend Growth Strategy (ERDG)
The ERDG strategy seeks long-term capital appreciation by investing primarily in securities of large companies through a disciplined, broadly diversified portfolio of approximately 25 to 40 high dividend yielding stocks. The strategy generally invests in profitable dividend paying companies that have little or no debt and are experiencing positive, timely and sustainable change by factors our firm can quantify. Beyond diversification, the ERDG strategy reduces risk by targeting companies with healthy balance sheets.

The ERDG strategy deviates from the ERG strategy by identifying companies which are in a fundamentally different level of their business cycle. As more established companies, ERDG holdings are characterized by mature growth and above average dividend yields. We invest in companies experiencing stable or rising dividends for the past 6 quarters.

For investors seeking allocation to domestic large cap growth companies, the ERDG strategy offers an excellent means of achieving this exposure and collecting dividend income. Investors especially benefit from the favorable dividend tax treatment legislation which extends for several years. Furthermore, with the ERDG strategy’s historically low correlation to all major market index benchmarks, adding the ERDG strategy to a well-diversified portfolio offers investors an opportunity to enhance portfolio total returns while reducing overall portfolio risk.