Separately Managed Accounts

EULAV Asset Management is pleased to offer thematic strategies available on Envestnet. Utilizing Value Line’s proprietary research and ranking systems, these quantitatively driven SMAs are designed for investors looking for diversification through managed accounts that provide investors ownership of the underlying securities and transparency of daily holdings in the accounts.

Our SMA offerings rely on Value Line’s research for their stock selection process. Value Line research utilizes a proprietary quantitative model, supported by over 60 research analysts. It is this historic research methodology that powers our SMA portfolios, designed to help investors achieve their investment goals.

  • Value Line High Dividend SMA Value Line High Dividend SMA

    Participate in the income potential of high dividend U.S. companies with strong near-term capital appreciation potential. The Value Line High Dividend SMA invests in companies with high dividend yields and high scores on the Value Line® Timeliness™ ranking system.

  • Value Line Multi Cap Global SMA Value Line Multi Cap Global SMA

    Seize the potential for growth by investing in U.S.-listed companies that generate significant revenues from foreign (non-U.S.) business activities. The Value Line Multi Cap Global SMA enables investors to participate in global growth by owning share in companies that generate more than 50% of their revenues from activities outside of the U.S. By investing in this portfolio of publicly traded companies, investors can enjoy the transparency and regulatory benefits of the U.S stock markets while gaining significant portfolio exposure to revenues generated from international business opportunities.

Do you have questions?

Please reach out to our SMA support team at:

Crystal Barrett

Crystal Barrett
Sales Director

Managed Accounts Overview

Read the Managed Accounts Overview

Managed Account Availability

Envestnet

Data shows past performance, which is not indicative of future performance. Information contained herein has been prepared for illustrative purposes only. Although the information provided has been obtained from sources which EULAV Asset Management (EAM) believes to be reliable, it does not guarantee accuracy or completeness of such information. Opinions represented are not intended as an offer or solicitation with respect to the purchase or sale of any security or product and are subject to change without notice. Equity markets are volatile and an investor may lose money. For a complete discussion of the risks involved, please see our ADV Part 2A (Brochure).

EAM acts as either a discretionary investment manager or a non-discretionary model provider in a variety of separately managed account programs. Any performance information included herein represents the performance achieved by EAM as a discretionary investment manager with trade implementation responsibility. Separately managed accounts are provided by EAM and are independent of the Value Line Funds.

Value Line, Value Line Logo, Timeliness, Safety are trademarks or registered trademarks of Value Line, Inc. and/or its affiliates in the United States and other countries. Used by permission. Third-party trademarks and service marks appearing herein are the property of their respective owners.