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    Concentrated EquityDividend GrowthEquity GrowthEquity IncomeGlobal EquityConvertible IncomeDynamic U.S. Inflation IncomeFixed Income


    Investment Strategies

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

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    EQUITY INCOME

    4-Star Overall Morningstar Rating out of 444 large value funds as of 12/31/2023.

    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. The strategy seeks to own high quality large-cap stocks that are undervalued based on our proprietary valuation and research disciplines. Our time-proven buy/sell discipline, Relative Dividend Yield, identifies discreet periods of over- and under-valuation, security by security, supported by our rigorous, proprietary 12 factor research approach. The strategy typically holds 25-30 stocks, enjoys an above market and growing dividend yield, and low turnover.

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    These ratings were awarded by Morningstar as of Dec. 31, 2023, based on information from inception to Dec. 31, 2023. 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. Information about the Morningstar Rating system, including the calculation methodology used to assign “star” ranking can be found here.

    DYNAMIC U.S. INFLATION

    4-Star Overall Morningstar Rating out of 215 Inflation-Protected bond funds as of 12/31/2023.

    The Dynamic U.S. Inflation 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.

    This strategy employs proprietary models to evaluate data over the course of the portfolio construction process. The portfolios are built using ETFs, and these funds can cover a variety of assets, sectors, assets types, and categories depending on the current inflationary environment as determined by Laffer Tengler Investments. This exposure can include, but is not limited to, domestic stocks, foreign stocks, broad market indices, commodities, bonds, currencies, and cash. Positions can be held long and short.

    ETF’s that sell short underlying securities or utilize leverage may be far more volatile and may potentially lose value in excess of non-leveraged or long only securities.

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    These ratings were awarded by Morningstar as of Dec. 31, 2023, based on information from inception to Dec. 31, 2023. 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. Information about the Morningstar Rating system, including the calculation methodology used to assign “star” ranking can be found here.

    CONCENTRATED EQUITY

    The Concentrated Equity 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. The Equity Growth strategy invests in large-cap U.S. stocks with growth as a primary objective and income as a secondary focus. The Equity Income strategy also invests in large-cap U.S. stocks, but with a primary focus on income, and growth as a secondary objective. Both Equity Growth and Equity Income select and invest in securities based on our proprietary buy/sell research disciplines and rigorous 12 Factor analysis process.

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    DIVIDEND GROWTH

    The Dividend Growth Strategy utilizes a bottom-up, fundamental investment approach to provide clients with a diversified portfolio of businesses with a primary focus on a competitive current yield and growing dividend income.  The management team employs a consistent buy-and-sell discipline based on core business fundamentals such as: valuation, cash flow generation, long-term growth opportunity, and dividend policy. The strategy can invest in U.S. publicly traded equities including common stocks, American Depositary Receipts (ADRs), Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs), and Business Development Corporations (BDCs). Available with or without K-1 generating partnerships. Review the most recent Dividend Growth Strategy with No K-1 fact sheet

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    EQUITY GROWTH

    The Equity Growth strategy invests in large-cap U.S. Stocks. The strategy’s primary objective is growth of capital with a secondary focus on income. The 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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    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. The strategy analyzes and evaluates macroeconomic and financial data in conjunction with real and expected changes to public policy in order to create a ranking of those countries that are expected to have the most attractive potential for total return. The rankings incorporate not only quantitative analysis but also qualitative assessments of expected or potential changes. Lastly, the investment team reviews any potential or actual special situations that could affect a country’s outlook based upon non-fundamental factors (i.e. political crisis, trade disputes, etc.)

    This strategy uses exchange traded funds (ETF’s) to implement the investment process. The portfolio construction process is designed to create a model portfolio containing eight or more countries. Countries are equally weighted across the entire portfolio and typically receive an approximately 12.5% allocation each for new or rebalanced accounts. Approximately 25% or less of a new or rebalanced portfolio may be allocated to emerging market countries. Country selection typically involves selecting securities that represent a significant portion of the country’s total market capitalization. This typically leads to portfolios that are well diversified at the underlying security level but are still fairly concentrated at the country level, relative to the listed benchmark of the MSCI EAFE Index. The Global Equity Strategy is not inherently biased towards any particular style, for example value or growth, but may be characterized from time to time as such.

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    CONVERTIBLE STRATEGY

    The Convertible 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 portfolio construction process starts by segmenting the convertible universe by credit quality. The strategy aims to maintain an average credit rating of BBB.

    A two-pronged analysis is conducted on potential candidates. The first prong of the analysis focuses on the convertible security and evaluates its classification (yield alternative, total-return alternative, and equity alternative), horizon analysis, theoretical value, and investment value, along with external research analysis. The second prong focuses on the underlying common stock associated with the convertible security and stresses analysis of the company fundamentals generated by internal research as well as external research.

    The investment process uses a disciplined approach in analyzing changes to any combination of the following areas: company earnings, convertible valuation, credit erosion, equity valuation, and convertible valuation. Portfolios typically contain between 30 to 50 securities. Risk is actively managed by the investment team in relation to portfolio exposure by company, security, sector as well as other metrics specific to convertible securities.

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    FIXED INCOME

    The Fixed Income Strategy utilizes Exchange Traded Funds (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. Portfolio duration and sector allocation are actively managed to maximize the potential for total return. Fixed income ETFs are used in this strategy because they compliment a macro-economic, top-down approach to investing. Since ETFs are traditionally designed to allow for one investment instrument represent an entire index or sector, exposure to the broad fixed-income market can be obtained with just a few ETF positions. ETFs also allow for portfolio duration and sector allocation to be rebalanced without liquidity risk or excessive trading costs. The Fixed Income Strategy is a research driven, diversified portfolio using Laffer Tengler’s proprietary data, known as the Economic Chartbook. The Economic Chartbook is a compilation of numerous macroeconomic variables, which are analyzed to forecast the fixed-income market’s reaction to current and future market conditions. The Economic Chartbook is the result of decades of experience in top-down, supply-side research and analysis, and is published on a monthly basis.

    Three key area of macro-economic research are used by the investment team to construct the optimal fixed-income portfolio:

    1. Economic Growth Indicators
    2. Federal Reserve Monetary Policy
    3. Inflation Barometers
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    CLEAN ENERGY INFRASTRUCTURE STRATEGY

    The Laffer Tengler Clean Energy Infrastructure Strategy (formerly known as the Global Revolution Strategy) seeks to achieve long-term capital appreciation through diversified investments in companies whose revenue streams align with secular energy transition trends. The strategy also utilizes ETFs to gain exposure to the commodities necessary for transition.

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