LOGIX TACTICAL DIVIDEND STRATEGY

A PROPRIETARY METHODOLOGY
UTILIZING HISTORICAL ABSOLUTE AND
RELATIVE DIVIDEND YIELD THRESHOLDS
FOR INDUSTRY AND EQUITY SELECTION.

LOGIX SERVES INSTITUTIONAL AND
HIGH NET WORTH INVESTORS.

 

DIFFERENTIATING LOGIX

• Industry Buy/Sell discipline based on proprietary valuation model

• Dividend yield valuation: Objective measure of value through money paid to shareholders

• Performance through realized capital appreciation and dividend cash flow; historically low beta

Logix began managing money for clients in March, 2002 and since inception has employed a single, focused investment discipline.

Logix is a unique dividend strategy that uses yield as an effective, objective valuation metric in making buy, sell, and hold decisions over an industry market cycle.

Logix is available to investors on a separately managed account platform or as a mutual fund utilizing the identical strategy.