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Our Strategy
Our award-winning core equity strategy aims to materially outperform the markets over a three-year investment horizon, with lower volatility.
It is invested as a concentrated portfolio of 30-40 undervalued equity securities.
Designed to deliver both capital appreciation and high income: average income yield of 4% per annum.
Top-percentile performer in the Morningstar US Large-Cap Value Fund peer group since 2007.
Minimally correlated vs. the markets and other funds: making it ideal to hold alongisde other investments.
CONTACT US
CONTACT US
To learn more about our performance, portfolio construction, or to discuss suitability, please contact us.
To learn more about our performance, portfolio construction, or to discuss suitability, please contact us.
Divitree Asset Management is a limited liability company based in New York City. It is subject to the applicable laws of the state of New York, USA.
DISCLAIMER
This content is for informational purposes only and not financial advice. Past performance does not guarantee future results.
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