Equity Strategies

High Quality Growth Equity

Invest in High Quality Growth Stocks that Pay Dividends

• Primarily stocks ranked “A+, A, or A-” by Standard & Poor’s Corporation
• Highly stable and strong growth of earnings and dividends
• Quality and stability of earnings help protect principal value in down markets

Build Portfolios with Relative Portfolio Concentration

• Maximum of thirty-five large cap stocks
• Avoids unnecessary over-diversification
• Increases out performance opportunities

Invest for the Long Term

• Buy companies to own, not stocks to trade
• Allows owning companies through entire earnings growth cycle
• Low turnover – five year average 9%*; higher tax efficiency

Invest in High Quality Growth Stocks

• Highly stable and strong growth of earnings
• Quality and stability protect principal value in down markets
• Invest in high quality growth stocks with an emphasis on owning upper Midwest companies

Flexible Portfolio Construction

• Offers flexibility to match client specific needs
• Generally holds forty to fifty stocks; $1 billion market cap and greater
• Diversified across most economic sectors

Invest for the Long Term

• Buy companies to own, not stocks to trade
• Companies purchased at lower end of historical valuation range
• Low turnover, higher tax efficiency