C.J. Lawrence (CJL) is excited to announce that, according to Advisors Asset Management’s (AAM) August 13, 2024, press release, AAM has surpassed $3 billion in cumulative unit investment trusts (UIT) sales, including $2 billion in CJL’s flagship Bulldog Portfolio. CJL serves as the portfolio consultant for these UITs, which aim to deliver above-average total returns through capital appreciation.
The UITs, with CJL as the consultant, are designed to benefit from long-term market trends using CJL’s expertise in creating innovative portfolios.
“We are thrilled to celebrate this achievement with C.J. Lawrence,” said Richard Stewart, CFA, Executive Vice President of UITs at AAM. “CJL’s unique investment approach, focusing on companies with strong financials, innovation, and competitive advantages, has significantly contributed to this milestone.”
Bernhard Koepp, CEO of C.J. Lawrence, added, “This milestone reflects the effectiveness of our thematic portfolios, which are designed to meet and often exceed our clients’ investment goals. Our ‘Bulldog’ strategy, which targets industry leaders with strong market positions, has proven successful.”
CJL’s “Bulldog” companies are established leaders known for their ability to capture and defend market share. The company’s portfolios include:
- Bulldog Portfolio: Focuses on stocks with potential for capital appreciation based on the current global economic landscape.
- Bulldog International Portfolio: Invests in “Bulldog” companies headquartered outside the U.S., seeking above-average total returns.
- American Renaissance Portfolio: Targets stocks meeting CJL’s “American Renaissance” criteria for companies poised to benefit from the current economic environment.
