Equity Income

Palo Capital's Investment Philosophy

Equity Income’s objective is to generate long-term returns of 6-9% while maintaining a lower risk profile than the S&P 500. Securities are selected from the largest 600 companies in the Russell 1000 index. Equity Income targets companies with durable business models, consistent earnings, and a pattern of returning cash flow to shareholders.

For current performance data and portfolio metrics, please contact kbarlow@palocapital.com.