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Total Return Strategy

Portfolio Managers:

William Smead
Tony Scherrer, CFA

Strategy:
Seeks long-term capital appreciation and income through concentrated positions with higher dividend paying stock recieving more weight in the portfolio. It will maintain approximately 20-30 companies in the portfolio. This portfolio invests in U.S. large capitalization companies through the ownership of common stock.

Investment Objective: Long-term Capital Appreciation and Income

Inception of Strategy: 2008

Total Return Strategy Assets Under Management: $5.6 million*

Separate Account Investors

To view the top ten holdings and portfolio characteristics of a representational account, please download the quarterly update

» SCM Quarterly Newsletter - July 20, 2009

*All accounts as of 6/30/2009

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