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Gould's Core Equity strategies consist of portfolios of individual
stocks that are constructed to seek enhanced return against the selected benchmark, as well as excellent
portfolio performance in relation to each strategy’s unique investment objectives. We use independent
third-party research and advanced investment technology in pursuing the most attractive risk-reward
tradeoff available, taking into account a wide variety of investment parameters. Gould’s three Core
Equity strategies are:
- Long-Term Capital Appreciation – This strategy aims to achieve a superior
after-tax return against its benchmark, the S&P 500 index, by focusing on securities with long-term
(3 - 5 years) capital appreciation potential. By focusing on long-term growth, portfolio turnover
can be minimized, resulting in greater tax efficiency. This strategy is most appropriate for medium
to long-term investors who seek to achieve an enhanced return in a more tax-efficient manner.
- Growth & Income - This strategy seeks to pair the benefits of long-term capital
appreciation with the desire for additional and growing current income. These objectives are
pursued by constructing a portfolio of stocks with the potential for capital appreciation and a
history of above-average and increasing dividend payments. The goal is to achieve a superior and
reliable level of total return, relative to our benchmark, with an emphasis placed on the desire
for a meaningful and growing level of current income.
- Aggressive Growth - This strategy seeks to achieve high levels of capital
growth and relies heavily on third-party research to select individual securities believed to have
strong prospects for near-term outperformance. This strategy is most appropriate for investors
looking for rapid growth potential and who have a tolerance for additional risk. Since the
portfolio will look to take frequent advantage of new opportunities, there will be less of an
emphasis placed on current income needs or tax efficiency.
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