U.S. Equities Strategy Description

Description: The Marvin & Palmer U.S. Equities Strategy is implemented for investors on a separate account basis. The strategy invests in U.S.-listed equities and is managed relative to the S&P 500 Index.
Date of Inception: August 1, 1988
Investment Approach: Invests in high-quality companies supported by favorable industry trends.
Target Range of Holdings: Generally 20 – 30
Benchmark: S&P 500 Index
Portfolio Managers: David Marvin, Stephen Marvin
Portfolio Analyst: Doug Sanna
Management Fees: 1.00% annually of assets under management