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US EquityCardinal Capital portfolios are designed to deliver superior returns, net of fees, at significantly reduced risk relative to the broad equity market, defined by the Standard & Poor’s 500 Index and the managers that benchmark against it. Risk is measured by beta or standard deviation of return versus those of the S&P 500. Our objective is to identify solid companies with growth potential and lower trading volatilities (“beta”). We utilize a proprietary valuation model to identify undervalued companies, which are then subjected to further fundamental analysis and research. The result is our U.S. Large Cap Core Composite which consists of high-quality, dividend paying stocks that enhance long-term absolute and risk-adjusted returns. As of June 30, 2011, Cardinal Capital Management’s equity composite was comprised of 43 securities. Thirty-nine of these were paying dividends and 30 increased their dividends in the trailing twelve months. The dividend yield on the portfolio at June 30, 2011 was 2.2% versus 1.8% for S&P 500 Index. The price earnings ratio of the portfolio was currently 16. The beta on the portfolio as of June 30, 2011 was 0.8 versus the S&P 500 Index’s beta defined as 1.0. Historical performance is included in the Performance section of this web site. Please see the important performance disclosure information included in the Legal Information section. |
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Cardinal Capital Management Inc. Copyright © 2010 |