Equity-Income Investing

Equity-Income Investing: This website is dedicated to providing recurring, inflation adjusted, supplemental income for retirees, as well as other income-oriented investors, by prudently investing in the securities of regulated investment companies (“RIC’s” or “investment companies”).

An Investment Company: An investment company is eligible to “pass through” its net investment income and capital gains to its shareholders in the form of dividends while legally avoiding the payment of corporate income taxes on earnings it distributes. An investment company is eligibl

Investment Philosophy: We believe our proprietary investment research can generate superior relative returns for those investors seeking equity-income investments.

This philosophy is based on two primary investment pillars.

Under-Researched: The first is that major capital markets are efficient under the “semi-strong” version of the Efficient Market Hypothesis (“EMH”), i.e., public information is readily discounted into valuations.

However, certain under-research capital market sectors, such as “investment companies”, operate under the “weak&