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Qualities of an Equity Investor

Quality Growth
Large-cap, dividend paying, blue-chip companies with financial strength,
high profitability, earnings predictability and low debt-to-equity ratios.
OVERVIEW
The Quality Growth Portfolio consists of 25-35 stocks selected through a
rigorous quality screening process from among a universe of over 300
stocks. We choose companies for the portfolio based on superior financial
strength, above-average and consistent earnings growth, regular and
growing dividend payments and a strong competitive position.
INVESTMENT PHILOSOPHY
High quality, established companies provide superior returns with less
risk.
Dividend paying growth companies provide superior returns with less risk.
Stock prices follow earnings growth.
Appropriate diversification lowers risk.
Quality Dividend Yield
Providing high levels of current income, from attractively valued, higher-
yielding, large-cap equities.
OVERVIEW
Haverford's Quality Dividend Yield Portfolio is designed to meet the needs
of investors who desire a balance between current portfolio income and
the opportunity for future appreciation. We choose companies for the
portfolio based on superior financial strength, above-average and
consistent earnings growth, regular and growing dividend payments and a
strong competitive position.
INVESTMENT PHILOSOPHY
High quality, established companies provide superior returns with less
risk.
Dividend paying companies provide superior returns with less risk.
Attractively valued stocks with high dividend yields offer the opportunity
for above-average capital appreciation and enhanced income.
Stock prices follow earnings growth.
Appropriate diversification lowers risk.
Quality Global
Offering exposure to global markets with the protection of cornerstone
positions in Quality Growth, Yield and Fixed Income portfolios.
OVERVIEW
The Quality Global Portfolio offers exposure to global markets through
active management of exchange-traded funds (ETFs), with the protection
of cornerstone positions in Quality Growth, Yield and Fixed Income
portfolios.
INVESTMENT PROCESS
Global Investment Process
Quality Growth Stock Fund
OVERVIEW
The Quality Growth Fund seeks long-term growth of capital by investing in
stocks of 25-35 companies diversified across economic sectors and
industry groups, with a low initial investment and the ability to add
contributions at any time without fees or commissions*.
*There may be expenses associated with investing in the fund.
INVESTMENT PHILOSOPHY
Our process seeks to generate premium returns over full market cycles.
This process is driven by a core belief that:
High-quality companies provide superior returns with less risk.
Dividend-paying companies provide superior returns with less risk.
Stock prices follow earnings.
Unnecessary portfolio turnover destroys value.
Appropriate diversification lowers risk.
INVESTMENT PROCESS
We consistently adhere to a disciplined investment process that primarily
focuses on the following investment criteria:
Financial strength and stability
Consistent and predictable earnings growth
Regular and growing dividends
Large market capitalization
Brand strength and market dominance
U.S. exchange listed