FCI’s equity investment goal is to provide our clients with superior returns while controlling risks. Our styles are designed to meet a variety of investment objectives as we seek to provide consistent returns and outperform the markets over the longer term.
FCI offers four equity strategies:
Investment Objective
The goal of the Equity Income strategy is to provide investors with an above-market dividend yield, as well as a growing stream of income from a high-quality, diversified portfolio of 35 – 45 securities selected from all 11 economic sectors. Further, Equity Incomes aims to deliver compelling, risk-adjusted total returns through a combination of dividend income and price appreciation while exposing investors to less downside risk than the broad market. The strategy strives to outperform the Russell 1000 Value Index over time while targeting a portfolio dividend yield of at least 150% of the dividend yield of the S&P 500.
Download Equity Income Strategy Tear Sheet
Investment Objective
The goal of this strategy is to provide consistent total returns for clients through price appreciation and dividend income. Through proper diversification and stock selection, the managers strive to outperform the Russell 1000 Value Index.
Download Value Equity Strategy Tear Sheet
Investment Objective
The strategy seeks long-term capital appreciation, investing primarily in equity securities of domestic companies. Our style is designed to meet a variety of investment objectives, including tax efficiency, as we seek to provide consistent growth of principal and to outperform the S&P 500 Stock Index net of fees with less downside risk, over rolling 3- to 5-year time periods.
Download Core Equity Strategy Tear Sheet
Investment Objective
The strategy seeks long-term capital appreciation, primarily investing in equity securities of domestic companies. Our style is designed to meet a variety of investment objectives as we seek to provide consistent growth of principal and to outperform the Russell 1000 Growth Index net of fees, over rolling 3-5 year time horizons.
