Disciplined Value
A strategy seeking to significantly outperform the S&P 500 via large cap “Value At a Reasonable Price”, superior stock selection and a strong focus on income generation with disciplined risk controls.
Aviance Disciplined Value:
- Is a large cap equity income and capital appreciation discipline
- Seeks companies poised to exceed low expectations.
- Focuses on dividends – the assured element of return and stabilizer of volatility.
- Employs low-volatility, liquid stocks only
- Strong risk controls, driven by many layers of disciplines
- Process is methodical and repeatable
Past performance is not indicative of future results. Please see the linked GIPS Disclosure Presentation for full disclosure