Partners In Your Success

Institutional Investors

When you partner with Laffer Tengler Investments, you can expect the highest levels of service, and time-proven investment strategies backed by fundamental research.

At a Glance

Billion

TOTAL ASSETS UNDER MANAGEMENT (AUM) & ASSETS UNDER ADVISORY (AUA) AS OF 12/31/23

AVERAGE YEARS OF EXPERIENCE

LEADERSHIP POSITIONS HELD BY WOMEN

Our Institutional Investment Strategies

We believe that discipline is the key to sustainable, long-term returns. All of our investment strategies are actively managed. We are focused on managing risk and producing long-term results with a focus on income generation and capital appreciation.

Nancy Tengler, CEO and CIO, has been managing large cap value strategies for over 35 years. Our investment team has an average of 20 years experience in the investment management business.

We are committed to building strong relationships with our clients, providing proactive communication and exceptional levels of service.

OUR INVESTMENT STRATEGIES

The Facts: Why We’re Different Than Everyone Else.

Most value managers focus on price-to-earnings ratios (P/E) to indicate when stocks are cheap or expensive. We believe earnings can be inconsistent and unreliable.

Instead- we focus on Facts: Dividends (paid) and Sales (earned).

We employ two time-proven stock metrics – both pioneered by our team – that are consistent and robust indicators of value: Relative Dividend Yield (RDY) and Relative-Price-to-Sales Ratio (RPSR).

Our valuation metrics (RDY and RPSR) combined with our 12 Factor Fundamental Research allow us to identify investment opportunities and build diverse portfolios of high-quality companies.

Equity Strategies

EQUITY INCOME

The Equity Income portfolio is predominately a large-cap equity portfolio with an emphasis on dividend income and dividend growth as well as capital appreciation.

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DIVIDEND GROWTH

The Dividend Growth Strategy utilizes a bottom-up, fundamental investment approach to provide clients with a primary focus on a competitive current yield and growing dividend income.

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EQUITY GROWTH

The Equity Growth strategy seeks to own high-quality large cap stocks with attractive valuations based on our proprietary buy/sell research disciplines. The benchmark is the S&P 500.

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12 BEST IDEAS

The 12 Best Ideas Strategy is a low-turnover, high conviction, deeply concentrated portfolio that holds the 12 “best idea” positions from the Equity Growth and Equity Income strategies.

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GLOBAL EQUITY

The Global Equity Strategy is a multi-factor econometric discipline that uses macroeconomic processes and models to evaluate countries for broad market investment opportunities.

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CLEAN ENERGY INFRASTRUCTURE

Achieve long-term capital appreciation through diversified investments in companies whose revenue streams align with green energy transition trends.

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Income Strategies

DYNAMIC

The Dynamic Strategy is a quantitatively-based strategy that utilizes macroeconomic and financial information to create portfolios that seek to outperform the rate of U.S. inflation (measured by Consumer Price Index or CPI) over a full market cycle of 3-5 years.

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CONVERTIBLES

The Convertibles Strategy is a bottom up, value driven discipline that utilizes convertible bonds and convertible preferred stocks to seek out opportunities for maximizing total return. The strategy aims to maintain an average credit rating of BBB.

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FIXED INCOME

The Fixed Income Strategy utilizes ETFs with underlying investments in fixed-income securities to create each portfolio. The primary objective of these portfolios is to seek a competitive current level of income, with a secondary objective of price appreciation.

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INSTITUTIONAL INVESTORS

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