Nollenberger McCullough Fact Sheets
Blue Chip Value Growth & Income
NIM’s Value Strategy is an investment strategy utilizing high-quality, large capitalization, and primarily dividend-paying Blue Chip Equities. Cash may be used as a ballast to protect the portfolio from time to time.
Value with Growth
The investment objective in MAC’s Value with Growth is long-term capital appreciation through a portfolio of domestically-traded equities. We focus the portfolio on 20 – 25 companies with reasonable valuations that we view offer the best opportunities for growth. We seek out companies with scalable financial models, compelling secular growth characteristics, strong balance sheets and management teams that demonstrate a commitment to creating shareholder value, without constraining ourselves to specific sectors or market capitalizations. Accounts are separately managed, long only and do not utilize derivatives.
Large & Mid Cap Aggressive Growth
NIM’s Growth Strategy is designed to be an aggressive, long-only equity strategy which invests primarily in mid and large capitalization companies which are newer to the public marketplace.
We anticipate the majority of these holdings will be in equities which have come to the public market within the last three or four years, and in some cases, within the last few months. NIM attempts to identify companies with strong, prospective growth characteristics, selling at attractive valuations as compared to other private and public companies.
Blue Chip Core - A Tactical Strategy
NIM’s Core Strategy is a conservative, high-quality Blue Chip Growth Stock and Income Portfolio which generally pays dividends. The goal of the Core Strategy is to take 20% less risk than the equity markets and to perform in line with the Blue Chip markets.
Value with Income
The investment objective in MAC’s Value with Income is current income and growth through a portfolio of domestically-traded equities. We focus on 20 – 25 companies that have dividend yields greater than the broader equity market and offer the potential for future dividend growth. We seek out companies with profitable business models, strong balance sheets and management teams that demonstrate a commitment of returning capital to managed, long-only and do not utilize derivatives.