LOGIX SMART VALUE 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.