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Home > Individuals and Families > Equities > Investment Process

Quality Dividend Value Portfolio Investment Process

Haverford has developed a sustainable investment process to construct sound portfolios that are expected to outperform broad market indices while reducing risk over the entire market cycle.

Our research team collaborates to identify investment opportunities that fit Haverford’s Quality Investing criteria and to select the most appropriate stocks for inclusion in its portfolios.

Each separately-managed account is individually invested and managed to achieve your goals while keeping an eye on your unique needs.

Div Val Process