LOGIX SMART VALUE

A proprietary domestic equity strategy utilizing yield as an objective valuation measure

LOGIX SERVES INSTITUTIONAL AND
HIGH NET WORTH INVESTORS.

 

QUARTERLY CLIENT UPDATE

Logix Smart Value Client Portal

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 Smart Value has employed a single, focused investment discipline beginning in March 2002.

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.

To ensure risk management is a priority, Logix employs a wide variety of quality screens alongside valuation parameters.