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Global Conservative
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Investors looking for a steady stream of income from their investments, but also want growth with below-average risk, should consider our Conservative Global Value Account. The holdings typically include undervalued global blue chip stocks, dividend paying equities, and occasionally bonds.
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Global Growth
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Investors seeking long-term growth over a 3-5 year time horizon and willing to assume moderate risk may consider our Global Value Growth Account. Taking a global value approach to investing, we accumulate quality global stocks on weakness and stocks considered to be fundamentally inexpensive.
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Global Aggressive
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Long-term investors willing to assume above-average risk for the potential to achieve higher returns may be suitable for our Aggressive Global Value Account. Our objective is to maximize returns by investing in undervalued stocks with long-term growth potential and through the use of options to enhance performance and as a hedge.
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