“Systematic investing will pay off ultimately, provided that it is adhered to conscientiously and courageously under all market conditions.”

Ben Graham,
Father of Value Investing

Systematic Investing =
Investing Equal Amounts at
Regular Intervals





The Benefit of Systematic Investing

Investing consistently regardless of market conditions
can build you long-term wealth. Why?



Systematic Investing Works

$10,000 Investment and $10,000 Added Quarterly
S&P 500® 2002-2016

See endnotes for a description of systematic investing chart.

Make a Habit of Investing Regularly


“As stewards of our shareholders’ savings, it is important to share the wisdom we have acquired over more than half a century of investing.”

Chris Davis
Portfolio Manager and Chairman