Logix is unique among equity managers focused on dividend yield. The strategy utilizes historical absolute and relative yield thresholds by the 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.
Logix is available to investors on a separately managed account platform or as a mutual fund utilizing the identical strategy (branded under the Day Hagan family of funds).
Gries Financial provides the highest level of conflict-free investment and wealth management counsel to a high net worth and institutional audience. As an independent, fee-based Registered Investment Advisor, Gries Financial has been managing client assets globally with integrity, objectivity and service intensity since 1978. Disciplined and sophisticated in its process, Gries Financial stands apart from its peers.
A discussion of the state of the economy, the markets, and the current political backdrop. Hosted by Ken Brodkowitz, Gries Financial Managing Director, Investments and the Gries Financial Investment Team
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