Introducing The
Stable EarningsTM Family of Portfolios

The Stable EarningsTM Portfolios Difference

25-Year Discipline

25-Year Discipline

Management of the Stable EarningsTM family of equity portfolios is a well-defined discipline that’s been consistently applied over 25 years.

High-Conviction Strategies

High-Conviction Strategies

Our concentrated, long-term buy and hold portfolio strategies have produced a low annual turnover, minimizing trading costs and tax obligations.

Carefully Selected

Carefully Selected

We carefully select our portfolio companies based on superior capital efficiency, profitability, and overall fundamental quality.

Durable Risk Hedge

Durable Risk Hedge

Consolidated earnings stability can result in lower volatility and protection against loss of capital during economic recession and unforeseen events.

Earnings Stability Extends Across the Family

Our Stable EarningsTM portfolios are managed for earnings stability. Competitive risk metrics, risk adjusted performance and underlying portfolio quality characteristics are a byproduct of the discipline we have practiced and honored for decades. 

The portfolio companies within the Stable EarningsTM family of portfolios have sustained a steady 25-year history of EPS growth through three prior recessions, including the COVID-induced U.S. economic turmoil of 2020.

Stable EarningsTM
Core

Offers a portfolio of low EPS growth variability from the Pacific Point Stable EarningsTM Model Portfolio

Stable EarningsTM
Dividend

Offers a portfolio of high-yielding stocks from the Pacific Point Stable EarningsTM Model Portfolio

Stable EarningsTM
ESG

Offers a portfolio sensitive to Environmental, Social and Corporate Governance issues from the Pacific Point Stable EarningsTM Model Portfolio

Stable EarningsTM
Core Portfolio

Stable EarningsTM Core offers a portfolio of low EPS growth variability from the Pacific Point Stable EarningsTM Model Portfolio. The portfolio has a demonstrated ability to minimize drawdowns, with its portfolio companies sustaining a steady, 25-year historic EPS growth trajectory through 3 prior recessions, including the Covid induced U.S. economic turmoil of 2020.

Stable EarningsTM Core

  • Higher Financial Quality
  • Higher Risk Adjusted Return
  • Lower Overall Risk
  • Higher EPS Stability
  • Lower Drawdowns
  • Higher Capital Efficiency
  • Lower Volatility

S&P 500

  • Lower Financial Quality
  • Lower Risk Adjusted Return
  • Higher Overall Risk
  • Lower EPS Stability
  • Higher Drawdowns
  • Lower Capital Efficiency
  • Higher Volatility

Comparison from historical data*

Core Portfolio Facts You Should Know

Not all Core Portfolios are the Same

Most Core Portfolios Assume Too Much Risk

Most Core Portfolios are Over-diversified

Experience How Stable EarningsTM Core is different!

Stable EarningsTM
Dividend Portfolio

Stable EarningsTM Dividend offers a portfolio of high yielding stocks from the Pacific Point Stable EarningsTM Model Portfolio. The portfolio has a proven ability to maintain an attractive dividend yield while minimizing drawdowns. The portfolio companies have sustained a steady 25-year history of EPS growth through three prior recessions, including the Covid-induced U.S. economic turmoil of 2020.

Stable EarningsTM Dividend

  • Higher Financial Quality
  • Higher Risk Adjusted Return
  • Lower Overall Risk
  • Higher EPS Stability
  • Lower Drawdowns
  • Higher Capital Efficiency
  • Lower Volatility

S&P High Yield Dividend Aristocrats Index

  • Lower Financial Quality
  • Lower Risk Adjusted Return
  • Higher Overall Risk
  • Lower EPS Stability
  • Higher Drawdowns
  • Lower Capital Efficiency
  • Higher Volatility

Comparison from historical data*

Dividend Income Facts You Should Know

Not all Dividend Portfolios are the Same

Chasing Yield can put Your Principal at Risk

Dividend Income is not Guaranteed

Experience How Stable EarningsTM Dividend is different!

Stable EarningsTM
ESG Portfolio

Stable EarningsTM offers a portfolio of the high or potential for higher Environmental, Social and Corporate Governance (ESG) scores from the Pacific Point Stable EarningsTM Model Portfolio. The portfolio showcases sustainable ESG characteristics and a proven ability to minimize drawdowns. The portfolio companies have demonstrated a consistent
25-year history of EPS growth through three prior recessions, including the Covid-induced U.S. economic turmoil of 2020.

Stable EarningsTM ESG

  • Higher Financial Quality
  • Higher Risk Adjusted Return
  • Lower Overall Risk
  • Lower Drawdowns
  • Higher Capital Efficiency
  • Lower Volatility

S&P 500

  • Lower Financial Quality
  • Lower Risk Adjusted Return
  • Higher Overall Risk
  • Higher Drawdowns
  • Lower Capital Efficiency
  • Higher Volatility

Comparison from historical data*

ESG Portfolio Facts You Should Know

Not all ESG Portfolios are the Same

Most ESG Portfolios Chase the Same ESG Ratings

High ESG Ratings Do Not Translate to Higher Risk Adjusted Returns

Experience How Stable EarningsTM ESG is different!