Strategies

Rigorous Research – Thoughtful Investing
Argus Strategies are built on disciplined, independent research and active portfolio management. Argus Industry Analysts apply a proprietary six-point valuation system to analyze stocks within the Argus Universe of Coverage, combining top-down economic forecasts with fundamental company-level analysis. Portfolio managers actively select industry leaders from Argus Buy rated stocks, using thoughtful diversification and ongoing scenario analysis to rebalance portfolios in line with strategy objectives and tax efficiency.

Equity Income

• Concentrated portfolio of 30–35 financially strong mid-to-large cap income-generating companies.

Growth & Income

• Focused portfolio of 30–40 financially strong mid-to-large cap companies that demonstrate consistent earnings growth and above-market dividend growth across market cycles.

Institutional

• Diversified portfolio of ~50 large-cap companies with strong fundamentals and ability to deliver long-term returns with lower volatility than the broader market.

Growth

• Targeted portfolio of 25–35 stocks that capitalize on innovation to deliver sustained growth in revenue, net income and cash flow.

Dividend Growers

• Diversified portfolio of Argus BUY-rated stocks screened for double-digit dividend growth over 1, 3 and 5 years.

Innovative Growth

• Portfolio of Argus BUY-rated stocks focusing on innovation & growth.

Sustainable Growth

• Diversified portfolio of Argus BUY-rated stocks that feature companies with keen focus on ESG principles.

High Yield

• Portfolio of Argus BUY-rated stocks screened for yields of at least 3.0%. The current average yield is 4.0%.

International Dividend

• Diversified portfolio of non-U.S.-domiciled stocks either listed on U.S. exchanges or issued by a U.S. depositary bank as an ADR. Portfolio focus is on financial strength and dividends.

Large-Cap Core

• Diversified portfolio of financially strong, large-cap stocks. 50 equally weighted holdings in portfolio.

Min-Vol

• Diversified portfolio of Argus BUY-rated stocks screened for low betas, and High Financial Strength and Safety ratings.

Mid-Cap

• Diversified portfolio of Argus BUY-rated stocks screened for market caps below $20 billion.

Conservative

• A blended strategy of Growth & Fixed Income ETFs, with a bias toward Fixed Income.

Growth

• A blended strategy of Growth & Fixed Income ETFs, with a bias toward Growth.

Aggressive

• A blended strategy of Growth & Fixed Income ETFs, with a heavy bias toward Growth.

Fixed Income Conservative

• This strategy blends Core and Opportunistic fixed income ETFs.

Fixed Income Growth

• This strategy blends Core and Opportunistic fixed income ETFs, with a bias toward Opportunistic.

Fixed Income Conservative

• This strategy blends Core and Opportunistic fixed income ETFs, with a bias toward Core.