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Equity Income

Our Equity Income Strategy is a diversified portfolio of equity, preferred equity or debt securities using a contrarian value philosophy and a disciplined fundamental investment process.

Objective

Seeks to generate yield at a reasonable price without sacrificing capital appreciation using a contrarian value philosophy and a disciplined fundamental investment process to select equity positions.

Why This Strategy?

People

Co-Portfolio Managers Jessica Bemer and Anne Wickland average of over 23 years of value investing experience and are supported by a seven-person investment team.

Portfolio

The conviction-weighted portfolio of 40 to 70 securities attempts to generate yield at an attractive price without sacrificing capital appreciation.

Philosophy

Investment philosophy that is consistent with modern behavioral finance research and aims to take advantage of investor overreactions to negative surprises.

Process

Fundamental research process focuses on identifying out-of-favor stocks that are in sound financial condition and should experience an upward rerating in their P/E ratio with a positive shift in investor sentiment.

Strategy Facts

December 31, 2011
Easterly Investment Partners (EIP)
U.S. Large Cap Value
Russell 1000 Value Index
Equity
Separate Account

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Portfolio Managers

Jessica Bemer

Jessica Bemer, CFA

Anne Wickland

Anne Wickland, CFA

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Get in Touch

For questions or inquiries, please feel free to contact us by completing the form below.

Get in Touch

For questions or inquiries, please feel free to contact us by completing the form below.