The Eagle Equity Income program offers clients the opportunity not only to take advantage of the security of steady income but also the opportunity to participate in the market's long-term growth potential. Equity Income clients historically have received annualized returns between 8 percent and 9 percent with a low measure of risk (standard deviation). The portfolio is diversified among common stocks, convertible bonds, convertible preferred stocks and real estate investment trusts (REITs).
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The Eagle Equity Income team identifies investment opportunities based on the following criteria:
Income
- Yield or dividend growth at or above the S&P 500 Index
- Demonstrated commitment to paying and increasing dividends
Growth
- Dominance in expanding industry
- Growth rate greater than inflation
Stability
- Free cash flow and shareholder-oriented management
- Stock price below estimated intrinsic value
Sell discipline
- Price appreciation near or above sustainable level
- Deterioration of company fundamentals, indicative of dividend cut
- Occupation of too large a portion of total portfolio
- Development of more attractive investment opportunity
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