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.
Each portfolio in our family has sustained a steady, 25-year historic EPS growth trajectory through three prior recessions, including the COVID induced U.S. economic turmoil of 2020.
Offers a portfolio of low EPS growth variability from the Pacific Point Stable EarningsTM Model Portfolio
Offers a portfolio of high-yielding stocks from the Pacific Point Stable EarningsTM Model Portfolio
Offers a portfolio sensitive to Environmental, Social and Corporate Governance issues from the Pacific Point Stable EarningsTM Model 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 while sustaining a steady, 25-year historic EPS growth trajectory through 3 prior recessions, including the Covid induced U.S. economic turmoil of 2020.
Comparison from historical data*
Stable EarningsTM Dividend offers a portfolio of high yielding stocks from the Pacific Point Stable EarningsTM Model Portfolio. The portfolio has a demonstrated ability to minimize drawdowns while sustaining high dividend yield relative to a steady, 25-year historic EPS growth trajectory through 3 prior recessions, including the Covid induced U.S. economic turmoil of 2020.
Comparison from historical data*
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 exhibits an MSCI ESG “A” rating while sustaining a steady, 25-year historic EPS growth trajectory through 3 prior recessions, including the Covid induced U.S. economic turmoil of 2020.
Comparison from historical data*