Fact Sheet PDF  
                      
       

        

       

 

 

SIPCO's U.S. Value Leaders Portfolio is designed for investors who seek long-term capital appreciation along with risk control and diversification.  We utilize a distinctive sector approach in seeking to provide above-average investment returns for our clients

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Our U.S. Value Leaders Portfolio is comprised primarily of large capitalization companies illustrating value  characteristics.  This includes moderate P/E, P/S, P/C ratios and high dividends.  The portfolio is concentrated in the healthcare, financial, technology, and energy sectors.  The portfolios are typically invested in 30-40 stocks chosen primarily from the United States.  Up to 10% of the portfolio can be invested in ADR securities from the major developed markets of Europe and Japan. 

 

The U.S. Value Leaders Portfolio Seeks to Offer:

  • Value portfolio diversification

  • Long-term capital appreciation

  • Moderate volatility

  • High dividend yield

Equity Holdings Possess:

  • Average 10%+ EPS growth rate

  • Undervalued assets

  • Strong balance sheets

  • Free cash flow yield > 5-yr Treasury Note