Separately Managed Accounts
Introducing Value Line Portfolios as Separately Managed Accounts (SMAs)
EULAV Asset Management is pleased to offer thematic strategies available on Envestnet and SMArtX Advisory Solutions. 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.
Participate in the income potential of U.S. companies with a consistent history of distributing profits to shareholders. The Value Line High Dividend Portfolio invests in companies that have demonstrated a history of consistent or higher dividend payments over eight consecutive quarters.
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 Portfolio 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.
Invest in the building blocks of infrastructure with the Value Line Infrastructure Portfolio. Opportunity for growth exists in companies involved in building and improving physical infrastructure that is part of everyday life, including transportation, energy, water, communications and more.