Our Stable EarningsTM portfolios are managed for earnings stability. Competitive risk metrics, risk adjusted performance and underlying portfolio quality characteristics are a byproduct of the discipline we have practiced and honored for decades.
The portfolio companies within the Stable EarningsTM family of portfolios have sustained a steady 25-year history of EPS growth through three prior recessions, including the COVID-induced U.S. economic turmoil of 2020.
Offers a portfolio of low EPS growth variability from the Pacific Point Stable EarningsTM Model Portfolio
Offers a portfolio of high-yielding stocks from the Pacific Point Stable EarningsTM Model Portfolio
Offers a portfolio sensitive to Environmental, Social and Corporate Governance issues from the Pacific Point Stable EarningsTM Model Portfolio
Stable EarningsTM Core offers a portfolio of low EPS growth variability from the Pacific Point Stable EarningsTM Model Portfolio. The portfolio has a demonstrated ability to minimize drawdowns, with its portfolio companies sustaining a steady, 25-year historic EPS growth trajectory through 3 prior recessions, including the Covid induced U.S. economic turmoil of 2020.
Comparison from historical data*
Stable EarningsTM Dividend offers a portfolio of high yielding stocks from the Pacific Point Stable EarningsTM Model Portfolio. The portfolio has a proven ability to maintain an attractive dividend yield while minimizing drawdowns. The portfolio companies have sustained a steady 25-year history of EPS growth through three prior recessions, including the Covid-induced U.S. economic turmoil of 2020.
Comparison from historical data*
Stable EarningsTM offers a portfolio of the high or potential for higher Environmental, Social and Corporate Governance (ESG) scores from the Pacific Point Stable EarningsTM Model Portfolio. The portfolio showcases sustainable ESG characteristics and a proven ability to minimize drawdowns. The portfolio companies have demonstrated a consistent
25-year history of EPS growth through three prior recessions, including the Covid-induced U.S. economic turmoil of 2020.
Comparison from historical data*
