Walter Hester Equity Income Performance

Walter Hester, Senior Portfolio Manager focuses on income and dividends.

Walter Hester, Senior Portfolio Manager of the NAMCO Monthly Needs Portfolio, has updated his portfolio performance.  Click here to view namco-09-30-2016-quarterly.

Equity Income:  This NAMCO Monthly Needs Portfolio is a non leveraged, diversified portfolio, actively managed with an objective of providing long term capital appreciation and dividends.

Inflation Offset: The Portfolio adheres to a simple strategy of investing in a weighted portfolio of 25 stocks consisting of sectors that the average consumer spends monies on each month.

Portfolio Focus:  The Portfolio focuses primarily on U.S large-cap value stocks, but can invest in mid to small cap equities and foreign companies as well. The portfolio does not use any leverage

Author: Paul McIntyre

Chief Compliance Officer

Leave a Reply