Steve Zimmerman, Investor Relations
(513) 861 2000
9380 Montgomery Road, 2nd Floor
Cincinnati, OH 45242
• 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.