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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| Attachment | Size |
|---|---|
| TwopageBCMMay2011.pdf | 161.53 KB |
| BCMDividendEquityStrategyMay2011.pdf | 141.45 KB |
| BCMLandscapeJune2011Threepage.pdf | 142.05 KB |
| BCMLandscapeJuly2011.pdf | 521.57 KB |
| July 2011 Performance Page and Disclosure.pdf | 136.74 KB |
| BCMAugust2011PerformanceInformation.pdf | 137.71 KB |
| BCMThirdQuarter2011.pdf | 136.61 KB |
| October2011TwoPager.pdf | 135.58 KB |
| TwoPageBCMLandscapeNov2011.pdf | 135.88 KB |
| BCMLandscapeDEC2011.pdf | 142.46 KB |
