Roxbury’s Core Equity strategy seeks to combine the potential for long-term capital appreciation with moderate income by investing in a portfolio of high quality, mostly dividend paying stocks. The selection criteria focuses on both the company’s relative attractiveness based on a variety of factors and its ability to grow the current income stream going forward.

The goal of the portfolio is to generate an overall return and yield that’s greater than the Standard & Poor’s 500 Index over time.

Following a bottom-up investment process, we look for stocks with above-average earnings growth, strong financial strength, experienced and shareholder-friendly management teams, dominant business models, pricing power, the ability to prosper in a variety of markets, significant free cash flows, wide economic moats, and attractive valuations.

The portfolio typically consists of 40 to 60 stocks. While the strategy primarily emphasizes large-cap stocks, mid-cap holdings may also be included.

For a more complete description of the Core Equity strategy’s investment approach, including the latest portfolio statistics, please download the most recent Fact Sheet.

Portfolio Managers: Silas A. Myers, CFA and Brian L. Massey, CFA (Sub-advised by Mar Vista Investment Partners)