Our Investment Philosphy

Strategy Asset Managers places heavy emphasis of first, the preservation of capital, and second, achieving a superior rate of return on assets in “real” (after inflation) terms. This philosophy drives our equity, balanced and fixed income processes. We firmly believe that a highly disciplined, team approach, coupled with prudent asset allocations, and sound security selections are the essential ingredients of superior performance over market cycles and the longer term.

Our relative value orientation to equity selection and management focuses on the identification of stocks selling at a discount to fair value and which exhibit significant appreciation potential. Our fixed income management focuses on dampening the volatility of equity returns and providing a return in excess of Treasury Bills and inflation over a market cycle.

Our Investment Philosphy

Strategy Asset Managers places heavy emphasis of first, the preservation of capital, and second, achieving a superior rate of return on assets in “real” (after inflation) terms. This philosophy drives our equity, balanced and fixed income processes. We firmly believe that a highly disciplined, team approach, coupled with prudent asset allocations, and sound security selections are the essential ingredients of superior performance over market cycles and the longer term.

Our relative value orientation to equity selection and management focuses on the identification of stocks selling at a discount to fair value and which exhibit significant appreciation potential. Our fixed income management focuses on dampening the volatility of equity returns and providing a return in excess of Treasury Bills and inflation over a market cycle.

Investment
Strategies We Use

WORLDWIDE EQUITY

The Worldwide Equity strategy is structured for the value-oriented investor who seeks return through the use of U.S. and non-U.S. (ADR) equity securities. This strategy is offered to the more risk-averse, U.S. dollar-denominated client and seeks to achieve a more risk-efficient return by investing in a portfolio composed of 10% to 30% non-U.S. common stocks and 70% to 90% U.S. common stocks.

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WORLDWIDE
DIVIDEND PLUS

The Worldwide Dividend Plus strategy is structured for the value-oriented investor seeking return through the use of U.S. and non-U.S. (ADR) equity securities. It seeks to achieve a more risk-efficient return by investing in a portfolio of 10% to 30% non-U.S. common stocks and 70% to 90% U.S. common stocks. The strategy emphasizes companies with above market dividend yields, consistent payout of dividends and/or the prospect of increasing dividends.

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MARKET ORIENTED CORE EQUITY

SAM’s Market Oriented investment strategy combines a price driven, proprietary quantitative stock selection process with fundamental analysis to select stocks contained within the S&P 500 index. It is structured for the long-term investor seeking to outperform the S&P 500 index over a market cycle by investing in an actively managed domestic equity portfolio.

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CONCENTRATED GROWTH

This strategy selects companies with above average growth characteristics and defensible long-term franchises. The portfolio of 90% U.S. / 10% Foreign stocks, on average, typically invests in 25-35 highly selective, dominant and emerging companies gaining market share and building high barriers to entry. The strategy also identifies and invests in event-driven and opportunistic themes.

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Investment
Strategies We Use

WORLDWIDE EQUITY

The Worldwide Equity strategy is structured for the value-oriented investor who seeks return through the use of U.S. and non-U.S. (ADR) equity securities. This strategy is offered to the more risk-averse, U.S. dollar-denominated client and seeks to achieve a more risk-efficient return by investing in a portfolio composed of 10% to 30% non-U.S. common stocks and 70% to 90% U.S. common stocks.

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WORLDWIDE
DIVIDEND PLUS

The Worldwide Dividend Plus strategy is structured for the value-oriented investor seeking return through the use of U.S. and non-U.S. (ADR) equity securities. It seeks to achieve a more risk-efficient return by investing in a portfolio of 10% to 30% non-U.S. common stocks and 70% to 90% U.S. common stocks. The strategy emphasizes companies with above market dividend yields, consistent payout of dividends and/or the prospect of increasing dividends.

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MARKET ORIENTED CORE EQUITY

SAM’s Market Oriented investment strategy combines a price driven, proprietary quantitative stock selection process with fundamental analysis to select stocks contained within the S&P 500 index. It is structured for the long-term investor seeking to outperform the S&P 500 index over a market cycle by investing in an actively managed domestic equity portfolio.

Read More

CONCENTRATED GROWTH

This strategy selects companies with above average growth characteristics and defensible long-term franchises. The portfolio of 90% U.S. / 10% Foreign stocks, on average, typically invests in 25-35 highly selective, dominant and emerging companies gaining market share and building high barriers to entry. The strategy also identifies and invests in event-driven and opportunistic themes.

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Commentaries

Worldwide Balanced
Strategy

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Market
Environment

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Market Oriented
Strategy

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Worldwide Dividend
Plus Strategy

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Worldwide Equity
Strategy

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Commentaries

Worldwide Strategy & Outlook

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Market
Environment

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Market Oriented Strategy & Outlook

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Worldwide Dividend Plus Strategy & Outlook

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Looking to learn more?

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Looking to learn more?

GET IN TOUCH TODAY