Product Descriptions

Our Core Equity strategy seeks to outperform the S&P 500 benchmark by 200 to 300 basis points through a market cycle of 3-5 years while maintaining a low tracking error of 3-4%. Our process attempts to achieve this goal by constructing a core portfolio of approximately 50 long term holdings to create a portfolio that has a more efficient risk reward profile and greater diversification than the output of conventional capitalization weighted index strategies.

The Argus Activist Turnaround Strategy brings together Argus Investors' Counsel and Vickers Stock Research to produce a portfolio of deep value stocks which may be poised to rebound because activist investors have built substantial ownership positions in the companies. Activists should represent a catalyst for significant change and, subsequently, significant price recovery and appreciation.