Equity Income Strategy Overview

CEO and Chief Investment Officer Nancy Tengler gives an overview of Laffer Tengler Investment’s 5-Star Morningstar Rated Equity Income Strategy.

Disclosures: These ratings were awarded by Morningstar as of December 31, 2022, based on a weighted average of the three-, five-, and ten-year ratings through December 31, 2022. Laffer Tengler Investments, Inc. does not compensate Morningstar to be provided a rating; however, we do pay Morningstar to obtain other products and services available from them or their affiliates. Additional information about the Morningstar Rating system, including the calculation methodology, can be found here.

Disclosures

Morningstar Ratings

These ratings were awarded by Morningstar as of Dec. 31, 2023, based on information for the time period indicated through Dec. 31, 2023. The overall rating is a weighted average of the three-, five- and ten-year ratings. Laffer Tengler Investments, Inc. does not compensate Morningstar to be provided a rating; however, we do pay Morningstar to obtain other products and services available from them or their affiliates.

PSN Top Gun

Laffer Tengler Investments’ Equity Income Strategy was named Top Gun 6 rating, meaning our Equity Income Strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods and have a standard deviation for the five-year period equal or less than the median standard deviation for the PSN Managed Account US Value peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns. Laffer Tengler Investments does not compensate Zephyr to be provided a rating, however, we do pay Zephyr for use of the logo.

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PSN Top Gun

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