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Advisors Asset Management Bulldog Portfolio Surpasses $1 Billion in Sales
MONUMENT, COLO. —May 20, 2020 — Advisors Asset Management (AAM), a leading investment solutions provider, announced today that its Bulldog Portfolio has exceeded $1 billion in cumulative sales.
C.J. Lawrence®(CJL) serves as the portfolio consultant to the Bulldog Portfolio. CJL is a New York-based investment management boutique with legacy dating back to 1864, providing customized portfolios to individuals, families and institutions. The Bulldog Portfolio consists of unit investment trusts (UITs) that seek to provide above-average total return primarily through capital appreciation, focusing on stocks of companies that are aggressive and tenacious about taking and defending market share.
“The Bulldog Portfolio concentrates on companies with the potential to deliver real sustainable earnings growth, no matter the surrounding economic environment,” said Bernhard Koepp, CEO of C.J. Lawrence. “This milestone achievement is a rewarding confirmation of our selection criteria and our continued partnership with AAM.”
“We are proud to have reached this milestone with our Bulldog Portfolio,” said Richard Stewart, CFA, Executive Vice President of UITs at AAM. “Bulldog companies possess characteristics such as a proven track record of long-term dominance in their respective industry andthe ability to adapt to changing landscapes. These characteristics, among others, have proven to be paramount, especially now.”
CJL is additionally the portfolio consultant to:
American Renaissance Portfolio – UITs that seek to provide above-average total return primarily through capital appreciation, identifying companies with three key viewpoints in mind; resurgence in U.S. manufacturing, housing demographics and the exploitation of U.S. domestic low cost energy and favorable long-term labor costs.
European Select Portfolio – UITs that seek to provide above-average total return by investing in a diversified portfolio of stocks of companies organized in Europe.
About Advisors Asset Management
For over 40 years, AAM has been a trusted resource for financial advisors and broker/dealers. It offers access to UITs (unit investment trusts), open- and closed-end mutual funds, separately managed accounts (SMAs), structured products, the fixed income markets, portfolio analytics and exchange-traded funds (ETFs). For more information, visit www.aamlive.com.
Unit Investment Trusts (UITs) are sold only by prospectus. You should consider the trust’s investment objectives, risks, charges and expenses carefully before investing. Contact your financial professional or call Advisors Asset Management at 866-606-7220 to request a prospectus, which contains this and other information about the trust. Read it carefully before you invest or send money.
Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor and member FINRA/SIPC. | 18925 Base Camp Road | Monument, CO 80132 | www.aamlive.com
CRN: 2020-0518-8310 R
CONTACT: Matthew BonoJConnelly(973) 590-9110mbono@jconnelly.com