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Dividend Equity Portfolio Manager:
James E. Landau, CFA view Jim Landau's profile
Please contact the sales representative serving your area to receive a complete Dividend Equity Product kit.
Reports
Distinguishing Features
- Established management team together for over 25 years
- Low turnover which can lead directly to tax efficiency
- Lower portfolio volatility
- Disciplined, yield-driven buy and sell process
- Focus on stocks that currently have high yields
Portfolio Characteristics
- Above market yield
- Below market beta
- Annual turnover below 20%
- 25 to 35 holdings
- Only S&P 500 stocks
Buy Process
- Screen for yield:
stocks with yields above the market yield
- Compare to historical relative yield:
stocks with historically low prices
- Analyze companies
stocks which pass intensive fundamental analysis
- Diversify:
control risk by selecting securities which
represent current sector and industry weightings
Sell Discipline
Berkeley strives to minimize portfolio losses and to outperform the
overall market by practicing quantitative sell disciplines including a
stop-loss discipline. We will sell a stock for any of the following reasons:
- yield falls at least one standard deviation below its historic
relative yield,
- yield declines to the yield of the market,
- price declines 20% from our cost relative to the market
(a stop-loss), or
- dividend is unlikely to be maintained.
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Copyright 2001-2003 Berkeley Capital Management.® All rights reserved.
Berkeley Capital Management is registered with the SEC under
the Investment Advisors Act of 1940. All information provided herein
is general in nature. Nothing on this page constitutes an offer to
sell securities, provide investment services of any description, nor
constitutes investment or legal advice.
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