How Are We Doing?

Performance

Several reporting agencies have recognized the Strategy’s investment performance during the past three years.

In summary, the Dividend Equity Strategy has been:

  • listed in 2008 and 2009 as the top-performing investment product that emphasizes dividend-paying Equities
  • ranked #1 for its three-year track record (according to Morningstar’s database of SMA managers)
  • recognized* as a “Top Gun” Investment Manager during the 1st, 3rd, and 4th Quarters of 2008 and 2nd quarter of 2009
  • named* as a “Bear and Bull Market Master” based on its 3-year Upside and Downside Capture Ratio
  • ranked in the top-10 Large-Cap Value Managers on Morningstar’s Separate Account platform for 2008, 2009, and 2010.

*by Informais Investment Solutions

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AttachmentSize
TwopageBCMMay2011.pdf161.53 KB
BCMDividendEquityStrategyMay2011.pdf141.45 KB
BCMLandscapeJune2011Threepage.pdf142.05 KB
BCMLandscapeJuly2011.pdf521.57 KB
July 2011 Performance Page and Disclosure.pdf136.74 KB
BCMAugust2011PerformanceInformation.pdf137.71 KB
BCMThirdQuarter2011.pdf136.61 KB
October2011TwoPager.pdf135.58 KB
TwoPageBCMLandscapeNov2011.pdf135.88 KB
BCMLandscapeDEC2011.pdf142.46 KB