Composite Performance
We believe our devotion to a strategy firmly grounded in selection, patience and diversification has led to our long-term outperformance when compared to relevant benchmarks. Al Frank Asset Management maintains two managed account investment styles, both of which share the same emphasis on fundamental value. Our All-Cap Value strategy aims for long-term capital appreciation while our Dividend Value strategy is designed for long-term total return from both capital appreciation and, secondarily, dividend income.
Below are performance details for each. Please select the strategy of interest:
Past performance does not guarantee future results. Returns include the reinvestment of all income. Net of fee performance was calculated using actual management fees charged to the client. |