Inception: 1978

Focused on equity income and capital preservation

Differentiating Characteristics

• 48-year history of independent, research-driven investment expertise.

• 32-year GIPS® compliant investment track record.(1)

• Non-correlated, conservative, dividend generating portfolio to compliment
other investments and asset classes for increased diversification.

• Consistency of return with low volatility as compared to the broad market.

• Investment team averages 20 years of investment industry experience.