US Capital Strength Portfolio

Objective

The US Capital Strength Trust seeks to provide total return through capital appreciation.

Strategy Description

Under normal circumstances, the trust will invest at least 80% of the value of its assets in common stocks of U.S. companies. The trust invests in a portfolio of U.S. companies that the sponsor believes have had strong valuations, returns on capital and balance sheets. To determine whether a company has an attractive valuation, the sponsor compares valuation metrics against the selected company’s peer group. Strong returns on capital are evidenced by the company’s return on capital compared to the selected company's peer group. Companies with strong balance sheets are typically those entities that are less levered than their peers.

Sponsor

Series

Series 18

Asset Class

Investment Strategy/Goal

Investment Type/Style