Purpose

The Verus U.S. Advantage Equity Portfolio has been designed to provide a platform for private clients to invest in a concentrated portfolio of high-quality companies that have the capacity and willingness to increase their dividend over the foreseeable future. 

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 Investment Objectives & Constraints​

1.  The Verus U.S. Advantage Equity Strategy is designed to generate long-term capital appreciation by investing in a concentrated portfolio of publicly-traded companies that are growing their dividends. 

2. Provides investors with dividend-paying equity securities selected primarily from the S&P 500 Index. This Portfolio may also invest up to 10%, at the time of purchase, in dividend-paying equity securities that are part of the MSCI ACWI Index, a recognized global equity index. 

3. The number of holdings usually ranges between 20 and 30 different securities. The securities held in the portfolio are actively managed.

4. The portfolio typically invests in securities of companies in six or more of The Global Industry Classification Standard (GICS) sectors. 

5. During each calendar quarter the portfolio is rebalanced so that all the securities in the portfolio are approximately equally weighted at that time.

6. The Investment Manager determines the portion of assets in each GICS sector primarily through the metric of expected dividend growth, while appropriately diversifying across various other considerations.