S&P 4 Strategies
at a Glance
Efficient By Design
The S&P 4 is a large cap core equity model portfolio. Each of its sub-strategies has a distinct objective:
- Competitive Advantage combines profitability with value, seeking to identify companies with strong return on invested capital that trade at attractive valuations.
- Dividend Income & Growth selects companies that have demonstrated strong earnings quality, strong credit quality, and attractive dividend yields for each sector.
- Intrinsic Value seeks to identify undervalued, but higher-earning companies that generate strong free cash flows.
- Total Yield seeks to identify companies that return cash to shareholders and bondholders.
Download more info
Contact SPIAS Today