Investment Strategy

Logix is unique among equity managers focused on dividend yield. The strategy utilizes historical absolute and relative yield thresholds by industry as a means to evaluate the potential for capital appreciation. The benefit to the portfolio is attractive industry entry points and a relatively high level of current income.

Logix employs a disciplined strategy of buying dividend-yielding industries when the price of those industries is at or near the bottom of its cycle, based on historical absolute and relative dividend data. Logix employs a disciplined strategy of selling appreciated industries when the price of those industries is towards, but not at the top of its cycle (approaching Logix measure of fair value), based on historical absolute and relative dividend data.

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