Introducing the Stable EarningsTM Family of Portfolios.

Our family of “sleep-at-night” equity portfolios has a 25-year model track record of low EPS growth variability.  The 25-year historic EPS growth trajectory encompasses 3 prior recessions, including the U.S. economic shutdown caused by COVID-19.

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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.

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Carefully Selected

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

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High-Conviction Strategies

Our concentrated, long-term buy and hold portfolio strategies have produced a low 5%–8% annual turnover, minimizing trading costs and tax obligations.

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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.  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.

SECore

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

SEDividend

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

SEESG

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

SECore

SE 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.

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Stable EarningsTM

  • 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

Core Income Fact You Should Know

01

Not all Core Portfolios are the Same

02

Most Core Portfolios Assume Too Much Risk

03

Most Core Portfolios are Over-diversified which can Negatively Impact Your Returns

Experience How SE Core is different!

SEDividend

SE 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.

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Stable EarningsTM

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

DJ U.S. Dividend 100 Index

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

Dividend Income Facts You Should Know

01

Not all Dividend Portfolios are the Same

02

Dividend Income is not Guaranteed

03

Chasing Yield can put Your Principal at Risk

Experience How SE Dividend is different!

SEESG

SE ESG 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.

Get Started

Stable EarningsTM

  • 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
  • Lower EPS Stability
  • Higher Drawdowns
  • Lower Capital Efficiency
  • Higher Volatility

ESG Facts You Should Know

01

Not all ESG Portfolios are the Same

02

Most ESG Portfolios Chase the Same ESG Ratings

03

High ESG Ratings Do Not Translate to Higher Risk Adjusted Returns

Experience How SE ESG is different!

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