The Gibbs Equity Income portfolio combines a top-down sector approach with bottom-up stock selection to deliver a diversified, large cap, income-oriented equity portfolio solution. A primary objective of the portfolio is to not only produce a healthy level of portfolio income, but also see that income grow at a healthy rate over time (above inflation and the S&P 500).
The team has a long-term approach to stock selection, focusing on leaders in their respective areas with an ability to consistently grow dividends over time. Emphasis is placed on the combination of stocks complementing each other toward the overall goals of the portfolio in terms of risk, income, and growth. Team criteria used to identify investment opportunities:
Income
Stability
Growth
|
Equity Income |
|
|---|---|
| Typical Market Capitalization |
Predominately Large Cap |
| Benchmark |
S&P 500 Index |
| Account Minimum | $50,000 |
| Typical Turnover | 10-30% |
| Typical Number of Holdings |
20 to 30 |
The Gibbs Core Growth portfolio combines a multi-step top-down approach with bottom-up stock selection to deliver a diversified, large cap, growth-oriented equity portfolio solution. The team finds companies that can sustainably grow faster than the overall market. The primary objective is to seek to provide long-term returns through a balanced approach to growth.
The team combines a multi-step top-down approach with bottom-up stock selection to deliver a diversified, large cap, growth-oriented equity portfolio solution. Emphasis is placed on the combination of stocks complementing each other toward the overall goals of the portfolio in terms of risk, income, and growth. Team criteria used to identify investment opportunities:
Earnings Growth
Balanced Approach
|
Core Growth |
|
|---|---|
| Typical Market Capitalization |
Predominately Large Cap |
| Benchmark |
S&P 500 Index |
| Account Minimum | $50,000 |
| Typical Turnover | 10-30% |
| Typical Number of Holdings |
20 to 30 |
Managing Director, Lead Portfolio Manager
40 Years Of Industry Experience
Joined Eagle Asset Management in 2023
Read Bio
Business Development
17 Years Of Industry Experience
Joined Eagle Asset Management in 2023
Read Bio
Portfolio Co-Manager and Senior Analyst
16 Years Of Industry Experience
Joined Eagle Asset Management in 2023
Read Bio
Senior Technical Analyst
26 Years Of Industry Experience
Joined Eagle Asset Management in 2023
Read Bio
Portfolio Co-Manager and Senior Analyst
16 Years Of Industry Experience
Joined Eagle Asset Management in 2023
Read BioYou will need Adobe Acrobat Reader 
in order to view the PDF files linked above. If you do not have Acrobat Reader installed on your computer, you may obtain it free of charge at the Adobe Web site. Click here to go to the Adobe Web site (link will open in new window).
Risk Information
There are risks associated with dividend investing, including that dividend-issuing companies may choose not to pay a dividend, may not have the ability to pay, or the dividend may be less than what is anticipated. Dividend-issuing companies are subject to interest rate risk and high dividends can sometimes signal that a company is in distress. Historically, dividend yields have been relatively constant and therefore have created a cushion for investors when stock prices have declined. However, as with all equity investing, there is the risk that a company will not achieve its expected earnings results, or that an unexpected change in the market or within the company will occur, both of which may adversely affect investment results.
Equity Income investing is based upon the identification of large-cap companies with growing dividends. There is the risk that a company will not achieve its expected earnings results, or that an unexpected change in the market or within the company will occur, both of which may adversely affect investment results. Dividends are not guaranteed, must be authorized by the company’s board of directors, and will fluctuate.
Core Growth Portfolio investing is based on selecting companies with sustainable earnings growth above the S&P 500. There is a risk the companies may fail to meet that expectation and their stock price may decline. Moreover, as with all equity investing, there is the risk that an unexpected change in the market or within the company itself may have an adverse effect on its stock. Investing in growth-oriented stocks involves potentially higher volatility and risk than investing in income-generating stocks.
Index Definitions
The Standard & Poor’s 500® Index is based on the average performance of 500 widely held common stocks. The S&P 500® is a broad-based measurement of changes in stock market conditions. It is a capitalization-weighted index, calculated on a total return basis with dividends reinvested. Indices are unmanaged, and one cannot invest directly in an index.
Gibbs Capital Management, a division of Eagle Asset Management (Eagle) a wholly-owned subsidiary of Raymond James Investment Management.
