MJMIA manages two equity strategies that
focus on stock selection as the primary means of outperformance. The two equity strategies are designed for investors with
different time horizons and risk tolerances and are structured to address the current investment environment. In order to
be successful in this environment, portfolios need to have greater flexibility in order to create more opportunities for generating
returns. The High Dividend Yield and Opportunistic Fund structures were specifically designed to address the challenges.
High Dividend Yield Equity- A stock investment strategy focused with above average dividend yields.
- Designed for investors who have already achieved broad
diversification and are seeking to add an income biased, concentrated equity strategy to their portfolio.
- Sector weights are neutral to the sector weights of the
S&P 500 Index and stock weights within each sector are equal weighted at the time of purchase.
A portfolio holds a maximum of 24 stocks with maximum cash at 30% at any point in time.
Opportunistic Equity- A stock investment strategy focused on generating capital growth
- A unique portfolio structure utilizing a four-pronged approach for generating returns.
- Provides an investor with broad stock exposure including
large/mega cap, mid/small cap, long/short hedge funds, and trading sleeve components. Weights of the components will
vary over time depending on market conditions.
-
Concentrated portfolio, typically holding between 30 - 40 positions with maximum cash of 30% at any
time.
Select from the links
below to get a product profile summary for the two equity strategies offered by MJMIA.
High Dividend Yield
Opportunistic Equity