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Home > Institutional Investors > Equities > Sector Allocation

Div Val Sector Allocation

The investment process places a primary importance on stock selection. We do not intentionally try to benefit from sector allocations through sector rotation or trading. We have a tendency to consistently overweight specific sectors based on their fundamentals as it relates to the investment philosophy. For example, the consumer staples and health care sectors, with their strong franchises and consistent earnings and dividend growth, tend to be overweighted.