LARGE CAP TOTAL RETURN STRATEGY
PCM’s Large Cap Total Return (“TR”) strategy seeks long term capital appreciation while providing and above average level of dividend yield. The TR strategy is invested primarily in equities in the $10 billion and higher market cap range. We consider the S&P 500® index as the primary universe from which we select securities for the TR strategy and therefore we sometimes invest in equities with market caps below $10 billion. PCM’s TR strategy is team managed using our fundamental value process..
Palouse Capital
Providing value investing strategies to institutional and individual investors since 1994
Palouse Capital Management, Inc. is a 100% employee owned registered investment adviser offering a comprehensive range of investment strategies to a broad audience of equity investors.
Documents
Download the 1st Quarter Commentary
Download the 2nd Quarter Commentary
Download the 3rd Quarter Commentary
Download the 4th Quarter Commentary
Investment Management Agreement
Privacy Notice
ADV, Part 2A
Contact
Palouse Capital Management, Inc.
2026 N. Washington St.
Spokane, WA 99205
Toll Free: 800.624.3833
Local: 509.624.5591