BB&T - Select Equity Income Portfolio

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	Asset Management Investment Strategies
		Select Equity Portfolio
		Select Equity Income Portfolio
		Fixed Income Strategies
		Balanced Strategy
		Value Equity Strategy
		Growth Equity Strategy
		International Equity Strategy
		Equity Income Strategy
		Special Opportunities Equity Strategy

Printable Version

This investment portfolio can benefit those seeking a well-diversified portfolio of equities which trade at attractive valuations. The goal of this portfolio is to offer above-average dividend income and to generate returns above its benchmark, the Russell 1000 Value Index. The Portfolio will normally consist of 45 to 60 holdings with a typical weighting for each position from 1% to 4%.

Investment Philosophy:

Maintains a three-to-five year perspective when evaluating investments
Seeks above-average dividend yield and long-term growth of principal
Utilizes an approach that blends fundamental, quantitative, and technical analysis
Targets companies and other investment alternatives that offer attractive relative valuations compared to historical measures
Considers the potential risk and potential return of each investment and views these in the context of the entire portfolio

Our Select Equity Income Portfolio investment selection process includes:

Narrowing the list of potential candidates to those that meet our minimum quality rankings
Evaluating fundamental data to develop a 4-year price target for stock. These include revenue and earnings growth and stability, historical P/E levels, cash flow, margins, book value, PEG ratio and others
Using technical analysis to review the actual stock price movement and make sector evaluations

Our Select Equity Income Portfolio Management Team >>

Contact us by Phone

Call BB&T Asset Management at 919-716-9070

BB&T Complete Client Protection

Investment advisory services are available through BB&T Asset Management, Inc., a subsidiary of BB&T Corporation. Securities and other investments held in investment management or investment advisory accounts at BB&T Asset Management, Inc. are not deposits or other obligations of BB&T Corporation, Branch Banking and Trust Company or any other bank or savings institution, are not guaranteed by Branch Banking and Trust Company or any other bank, are not insured by the FDIC or any other government agency, and are subject to investment risk, including possible loss of principal invested.