![]() DFVX 1 month ago | Other | $0.24 Per Share |
![]() DFVX 4 months ago Paid | Quarterly | $0.19 Per Share |
![]() DFVX 7 months ago Paid | Quarterly | $0.28 Per Share |
![]() DFVX 10 months ago Paid | Quarterly | $0.17 Per Share |
![]() DFVX 18 Jun 2024 Paid | Quarterly | $0.21 Per Share |
![]() DFVX 1 month ago | Other | $0.24 Per Share |
![]() DFVX 4 months ago Paid | Quarterly | $0.19 Per Share |
![]() DFVX 7 months ago Paid | Quarterly | $0.28 Per Share |
![]() DFVX 10 months ago Paid | Quarterly | $0.17 Per Share |
![]() DFVX 18 Jun 2024 Paid | Quarterly | $0.21 Per Share |
ARCA Exchange | US Country |
The advisor in question adopts a holistic investment methodology that orchestrates a seamless integration of multiple critical functions namely research, portfolio construction, ongoing management, and the execution of trades. The cornerstone of their investment philosophy is to curate a portfolio that encompasses a wide and diversified range of securities, which are not only readily tradable but also emanate from the upper echelons of the U.S. large-cap segment. These selections are predicated on a stringent criterion where only companies exhibiting a robust profitability metric coupled with a relatively lower price tag, in comparison to their large-cap American counterparts at the time of acquisition, are chosen. An important policy, though not fundamental, that they adhere to is ensuring that, under typical market conditions, at least 80% of the portfolio's net assets are allocated towards the equity securities of large-cap corporations based in the U.S.
This service encapsulates the essence of their methodology by blending research, portfolio design, active management, and trading. It ensures a holistic view is taken towards investment, from the inception of the portfolio through to the ongoing adjustments necessitated by evolving market conditions.
Central to their offering is the construction of a diversified equity portfolio. By focusing on U.S. large-cap companies that not only show promise in terms of profitability but also stand out for their relatively lower price, the advisor aims to craft a portfolio that is robust against market volatility and poised for growth.
The advisor maintains a steady focus on the large-cap segment of the U.S. equity market, with at least 80% of portfolio net assets invested in such securities. This strategic choice underscores their confidence in the stability and growth potential of large-cap U.S. companies.