Automated Quantitative Analysis (AQA®) Portfolio


The Trust seeks above-average capital appreciation.

Strategy Description

The portfolio contains a selection of stocks from the Automated Quantitative Analysis (“AQA®”) universe that are the stocks considered by AQA® to be the most undervalued at the time the portfolio is selected. An “undervalued” stock is a company selling at a price significantly below its intrinsic value, as identified by AQA®.

An investment in the AQA® Portfolio gives investors a portfolio of stocks selected using an established methodology developed three decades ago. Hilliard Lyons believes quantitative analysis is the common language through which all public companies may be compared, but what differentiates AQA® is the type of analysis and the soundness of the methodology.



Series 18

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