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Investment Strategies

All-Cap Value

Brings Anchor’s value discipline to the broad equity market

Strategy Overview

Mid-Cap Value

Finds opportunities in emerging niches of the economy

Strategy Overview

Smid-Cap Value

Focus on undervalued companies that pay dividends

Strategy Overview

Small-Cap Value

Focus on undervalued companies that pay dividends

Strategy Overview

Balanced

An asset-allocated portfolio that can serve as the core of a global solution

Strategy Overview

Select Dividend

Provides current income from equity dividends while seeking superior total returns

Strategy Overview

Focused Value

Anchor’s highest return-seeking strategy has a concentrated portfolio and a multi-dimensional approach to value

Strategy Overview

REIT

Real Estate Investment Trusts can aide in reducing volatility and increasing current income

Strategy Overview

Anchor strategies can also be tailored to the specific needs of our investors.

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