EQUITY INCOME STRATEGY
OBJECTIVE: The Equity Income Strategy seeks income and long-term capital appreciation consistent with preservation of capital.
The Sarofim Equity Income Strategy seeks income and long-term capital appreciation by primarily investing in large capitalization domestic equities and other income-producing securities. Using fundamental analysis, we seek to identify companies in business segments that have demonstrated the ability to maintain and grow earnings with a desire to return increasing amounts of cash to shareholders. Over periods of three-to-five-years or longer, we strive to achieve a growing stream of income and total returns in excess of the income generated.