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Overview

The Stable Value Equity Strategy is designed for investors who prioritize capital preservation while seeking modest long-term growth. The strategy invests in equity securities of financially strong, established companies with resilient business models and stable earnings characteristics. The focus is on helping investors remain invested in equities while emphasizing stability and reduced volatility.

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Strategy Philosophy

We believe that managing downside risk is a critical component of long-term investment success. Companies with durable demand, consistent cash flow, and strong financial foundations may be better positioned to navigate changing economic environments.

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This strategy emphasizes business stability, financial strength, and dependable operating performance, seeking to provide equity exposure with a more conservative risk profile.

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Investment Focus

The portfolio emphasizes companies that demonstrate:

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• Established market positions and durable business models

• Stable earnings and consistent cash flow generation

• Strong balance sheets and financial discipline

• Products and services with steady, long-term demand

• Lower historical volatility relative to the broader equity market

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These are companies we believe can provide participation in equity markets while emphasizing resilience.

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Portfolio Approach

The strategy is built through disciplined, company-specific research focused on business quality, earnings stability, financial strength, and risk awareness. Diversification across industries and business models is used to support portfolio stability.

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The goal is to maintain equity exposure while emphasizing capital preservation and a smoother investment experience compared to more growth-oriented equity strategies.

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Risk Perspective

All equity investments involve risk and market fluctuations. This strategy seeks to manage those risks by focusing on higher-quality, more stable companies and disciplined portfolio construction. While losses cannot be eliminated, the approach aims to help reduce the impact of market downturns.

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Objective

To provide equity market participation with an emphasis on capital preservation, stability, and long-term financial resilience, seeking steady growth while prioritizing downside risk management.

Stable Value Equity Strategy