High diversification -- low correlation within portfolio

Focus on low Beta (price movement relative to the stock market)

Income is a meaningful component of returns

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Investment Style

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• Quantitative Input from Y-Charts and S&P Global

• Screening -- searching a broad universe for the best combination of value and growth

• Research services from multiple providers

• Review of industry publications and expert interviews

• Not married to any asset class. We will invest in stocks, bonds, currencies, commodities, and use options to enhance income or reduce investment costs.

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