Dividend Strategy:

• May enjoy price appreciation in partnership with the income offered by dividends received

• After tax yield in excess of current interest rate opportunities, as recent tax law changes  enforce only a 15% rate on dividends

• Beneficial in both bull and bear markets, where dividend stocks reportedly outperformed non-dividend stocks by a wide margin through the bull market of 1982-2000. During bear markets, represent a safer option with steady income

• A long term strategy with a solid track record and strong, recognizable brand name

• Portfolio comprised of quality blue-chip companies, through a disciplined approach, resulting in a concentrated, alpha driven strategy that is not closely correlated with any index. Since 1972 the long term performance of stocks with dividend growth has exceeded the market’s overall return

• Greater diversification by participating in global companies as well as foreign companies listed in the USA through American Depository Receipts (ADRs)

• Portfolio designed to be US Dollar neutral through investments in US Global and Foreign companies through ADRs