S&P 4 Model Portfolio

Strives to maximize capital appreciation by blending 4 underlying sub-strategies

S&P 4 Strategies
at a Glance

Equal Weighted

Rebalanced

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.

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