Large Cap Core
Large Cap Core (LCC) seeks to provide less-volatile returns and rising income over a complete market cycle. LCC requires that portfolio companies consistently grow both earnings and dividends. Dividends must be paid to be included in LCC. Dividend growth justified by earnings growth should allow stocks to perform well over time regardless of economic or market conditions.
Equity seeks to produce superior returns with less volatility over a complete market cycle. Equity requires that portfolio companies consistently grow earnings and dividends, if dividends are paid. Unlike LCC, Equity does not require portfolio companies to pay a dividend.
Mid Cap Core
Mid Cap Core (MCC) seeks to produce superior returns with less volatility over a complete market cycle, The Mid Cap strategy is identical to the Equity strategy with one caveat – initial investments can only be made in companies under a $20 billion market cap. MCC requires portfolio companies to consistently grow earnings and dividends, if dividends are paid.
For more information, please contact Castle Investment Management at (703) 260-1921.
The Castle Tandem Fund is distributed by Rafferty Capital Markets, LLC.
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Whenever possible, Tandem prefers to accept new accounts as they exist, already invested. Based upon the client’s current holdings and account restrictions, Tandem will devise a plan to transition the account appropriately over time.
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