Dave A. O'Regan

DRZ follows a value income methodology with all of its value-income strategies. This value income philosophy is based on a belief that undervalued stocks with an above-average dividend yield and the existence of an imminent fundamental catalyst provide the opportunity for increased total returns with reduced volatility. Investments are selected based on three criteria: (1) low long-term relative valuation, (2) above average dividend yield, and (3) the existence of an imminent fundamental catalyst. The firm employs bottom-up stock selection process. Client portfolios are actively managed and are generally invested in equities subject to the investment strategy, objective selected and any investment restrictions or guidelines imposed by the client. DRZ sells a stock if the yield falls below the acceptable limit, relative price target has been achieved, and the company is not performing as expected or if the sector or country begins to look less favorable.

Functions as a College/University