The Haverford Quality 250™

A quantitative approach to Quality Investing

The Haverford Quality 250™ is a portfolio construction process that takes advantage of three key performance drivers:

• Quality
• Dividends
• Fundamental Rebalancing

This methodology delivers a diversified portfolio consisting of 250 securities — companies with a long history of steady and sustainable earnings and dividend growth. 

The Quality 250 is designed to deliver strong performance and growth across the entire market cycle, while minimizing risk during market downturns. Ultimately, the goal of the Quality 250 is to systematize securities selection by using a disciplined process that can be systematically applied, quarter-in and quarter-out.