INVESTMENT PORTFOLIOS

 

Global Equity Income

The Cozad Global Equity Income Strategy is an all-cap strategy investing in a combination of US and International dividend paying stocks. International holdings include ADRs and/or direct ownership of foreign holdings. The composite includes fully discretionary separate accounts. For comparison purposes it is measured against the MSCI All Cap World Index.

Portfolio Manager Bryant Evans strives to find and hold high dividend paying stocks from around the world. Companies are selected based on the quality of management within countries and sectors that may perform well in the upcoming (next 12-18 months) economic environment.

It is not possible to invest directly in an index.