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| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
The fund captured strong semiconductor gains in Q2 2026 as AI infrastructure drove the S&P 500's best quarter in seven years, with holdings in Corning, Broadcom, and Lam Research contributing meaningfully. The manager remains cautious on market fragility from speculative AI positioning and potential stagflation risks, maintaining discipline around quality companies with strong balance sheets that can navigate elevated geopolitical uncertainty and possible Fed rate hikes.
The fund maintains a disciplined approach focused on companies with strong balance sheets and solid earnings growth that can perform across macroeconomic environments, while navigating elevated market fragility driven by AI-related speculation and geopolitical risks.
The manager acknowledges difficulty in forecasting the macroeconomic outlook as the AI trade appears to drive most market direction. While it would be easy to believe the market is at or near peak returns given strong three-year performance and elevated geopolitical risk, economic data appears solid with benefits from fiscal policy and tax refunds expected to support consumers. The primary concern is that the market remains unprepared for rising interest rates if commodity prices stay elevated, with risk of stagflation. The manager expresses worry about market dependence on AI infrastructure spending and potential slowdown if investor returns are questioned. The tone is cautious but committed to fundamental research and long-term positioning in quality companies.
As of Jun 30, 2026
The fund is managed by a seasoned team led by Brad Erwin, CFA, who brings 30 years of industry experience including 18 years with Eagle Asset Management. He is supported by Jeffrey D. Bilsky with 20 years of industry experience and Michael Rich, CFA, also with 20 years of experience. This management continuity provides deep expertise in value and income investing approaches, with the team having navigated multiple market cycles while maintaining the fund's dual objectives of income generation and capital appreciation through disciplined stock selection focused on high-quality dividend-paying companies.
The fund seeks to construct an income-generating portfolio with a return comparable to the S&P 500® Index and with lower volatility than the benchmark. The investment strategy focuses on stable quarterly income and long-term growth potential through a diverse portfolio of financially strong companies that pay above-market dividends and have a history of increasing dividends. The investment process identifies companies with yield or dividend growth at or above the S&P 500 Index and demonstrated commitment to paying and increasing dividends, focusing on growth in expanding industries beyond inflation rates and stability through free cash flow and shareholder-oriented management.
Lead Portfolio Manager
David Blount
Managing Partner
Neutral / Balanced
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