S&P 4

The S&P 4 is a large cap equity model portfolio that seeks to maximize capital appreciation by blending four underlying sub-strategies.

Each sub-strategy 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 selects companies that return cash to shareholders and bondholders.