Investment Strategies
Fundamental Investing...Systematically Applied
Our systematic stock selection strategies can help garner powerful results. Each strategy is built upon our fundamental stock picking process with the objective of outperformance through clear and predefined channels. Each strategy has a targeted objective designed to complement and enhance an investor’s overall strategy. Our strategies are based on corporate fundamentals supported by compelling empirical results that are applied within each industry group. We call it “research to results.”
Dividend Growth
High Yield, High Return And Lower Risk
The Convergence Dividend Growth Strategy seeks to deliver above market dividend yield, market level or greater returns and less than market risk. The strategy goes beyond a simple yield focus by targeting companies with both sustainable and growing distributions.
Long/Short Equity Strategy
Long The Strong And Short The Broken
The Convergence Long/Short Equity Strategy seeks alpha from a net long portfolio. The strategy goes long positions in fundamentally strong equities and sells short positions in broken and declining business models.
Active Tax Management
Harvest Losses And Track The Market
The Active Tax Management (ATM) Strategy seeks to track the performance of U.S. equities, actively harvest taxable capital losses and minimize taxable gains.
Unbiased Equity
A Smarter Value Investment
The Convergence Unbiased Equity Strategy is built on tangible fundamentals and seeks to provide investors with a portfolio that is weighted toward strong underlying characteristics instead of simply following market capitalization.