| Haverford’s
goal is to build and protect the purchasing power of its clients’ portfolios
by bringing them only the most carefully considered investment
opportunities. Since its inception in 1979, the Company has
helped investors maximize their investment returns and minimize
downside risk.
During its 27-year history, Haverford has researched and
invested in the highest quality firms and dividend-paying
companies across a variety of business sectors. Haverford’s
long-term analysis has identified an unmatched opportunity – a
patent-pending portfolio construction methodology that takes
advantage of three key performance drivers:
• QUALITY
• DIVIDENDS
• FUNDAMENTAL REBALANCING
This methodology is utilized to optimize a diversified
portfolio consisting of 250 securities.
The Haverford Quality 250™ is a fundamentally weighted,
separately managed portfolio constructed of companies with
a long history of steady and sustainable earnings and dividend
growth. This portfolio is designed to be notably resilient
and less subject to volatility, delivering competitive returns
in up markets while offering an excellent level of protection
in market downturns.
By investing in a diverse selection of such superior companies
and capitalizing upon the advantages of fundamental weighting
methodologies, The Haverford Quality 250 offers a unique
performance profile and an attractive opportunity for exceptional
returns.
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