Walter Hester Performance Update

Walter Hester, Senior Portfolio Manager of the NAMCO Monthly Needs Portfolio, has updated his portfolio performance.  Click here to view namco-09-30-2016-quarterlyw-hester-8-2016

Equity Income

This NAMCO Monthly Needs Portfolio is a non leveraged, diversified portfolio, actively managed with an objective of providing long term capital appreciation and dividends.

Inflation Offset

The Portfolio adheres to a simple strategy of investing in a weighted portfolio of 25 stocks consisting of sectors that the average consumer spends monies on each month.

Portfolio Focus

The Portfolio focuses primarily on U.S large-cap value stocks, but can invest in mid to small cap equities and foreign companies as well. The portfolio does not use any leverage.

Author: Paul McIntyre

Chief Compliance Officer

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