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Convergence Core Plus Fund
The Convergence Core Plus Strategy seeks to provide a greater return potential than traditional approaches. Armed with proprietary dynamic quantitative model, additional tools, and added flexibility, the managers at Convergence are able to pursue of a more material and consistent alpha.
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CIP Dividend Growth
Research argues that fast growing companies represent more attractive long term investments; and slower growing, more mature, companies represents less attractive investments. The problem is that history does not bear this out.
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CIP SATM
With few exceptions, taxes are on the rise. Historically, reducing the impact of taxes on your investment portfolio has meant looking for losses that can be realized near the end of each calendar year for most investors. In fact so much more can be done.
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CIP Unbiased Index
The selection and the weighting scheme used to build the basket of securities influences how an “index” will perform. Over time indexes are highly correlated. Over the short run, however, material differences in performance are observed.
Targeted Solutions
Unlike most investment managers who attempt to apply their investment model to a broad objective, CIP seeks to provide a definable and measurable alpha to a targeted objective that is designed to complement and enhance an investor’s overall investment strategy. We first seek out investment strategies or techniques that are supported by extensive academic and street research. Our proprietary research then focuses on the necessary attributes to apply solid research to successful application. We call it “research to results.”