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 of portfolios invested in equities with high dividends and value characteristics with stock capitalizations over 7.5 billion.  The portfolios are concentrated in the healthcare, financial, technology, and energy sectors.  The portfolios are typically invested in 30-40 equities chosen primarily from the United States.  15% of the portfolio can be invested in ADR securities from the major developed markets of Europe and Asia.  The benchmark is the Russell 1000® Value Index.

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

•  An active, bottom-up, quantitative approach to stock selection

• Maintains a portfolio of inefficiently priced, large-cap value stocks with superior fundamentals relative to the underlying market

• Active sector over and under weights driven by our unique quantitative box investment screening process

• Invests in a concentrated portfolio of 30-40 stocks

• Excellent portfolio protection with low downside capture ratio

• Annual average turnover is below average at 29%

• High average dividend yield  

• Recipient of four-star Morningstar Rating in the separate account database for both three and five year periods