The Phlox Blue Chip Dividend Portfolio

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Join us and discover:

. . . the dividend stock that was down just 7.6%* in 2008, while the S&P 500 declined 37%*

. . . how many dividend-focused funds invest in yesterday’s “dividend dinosaurs” instead of tomorrow’s “dividend aristocrats”

. . . the 3 signs that a company is losing its edge

. . . the story the numbers tell us about a potential investment and how we read them. 

* past performance is no guarantee of future results. 

 

Thurs. February 21st

5:30 - Drinks and Hors d'oeuvres

6:15 - Presentation

 

Parking is available in the Park Cities Club garage.  Please bring your ticket for validation.

Questions?  Please contact Joe or Fran at

joemartinez@phloxcapital.com fransanchez@phloxcapital.com

(214) 238-5640 or (214) 238-5681

Phlox Blue Chip Dividend Portfolio - Composite Performance

The Phlox Blue Chip Dividend composite includes all fee-paying discretionary managed accounts invested in the Phlox Blue Chip Dividend Portfolio. Account returns are calculated using a time-weighted return methodology by Morningstar Office. Composite returns are calculated using asset-weighted account returns. All accounts in the composite are fee paying. Gross of fees returns are calculated gross of management fees and net of custodial fees and transaction costs. Net of fees returns are calculated by reducing the gross of fees returns by an assumed 1.00% Phlox management fee for the underlying account. Inception date: March 30, 2016

* past performance is no guarantee of future results. 

 
 
 
 
 
 
 

EVENT LOCATION

Park City Club

5956 Sherry Lane, Suite 1700

Dallas, TX  75225

www.parkcityclub.net

(214) 373-0756