US EQUITY INCOME 
Cozad US Equity Income strives for dividend yield, price appreciation and growth of dividends. Quality of management and value pricing are key variables in making buys and sells. The portfolio is concentrated, typically holding 60 stocks or less. The approach is top-down in weighting sectors and bottom up in searching for strong management, financials, and balance sheets. The goal is a relatively low correlation/beta with other midcap strategies and the broader US stock market. The portfolio historically outperforms in negative market environments and underperforms in strong market environments. As such it carries a low correlation with other, similar strategies.
The Morningstar analyst team gave Cozad Asset Management’s US Equity Income strategy its highest Gold rating and a 4-Star rating overall. To quote Morningstar: “If a fund receives a positive rating of Gold, Silver, or Bronze, it means Morningstar analysts think highly of the fund and expect it to outperform over a full market cycle of at least five years” (Morningstar.com 2022). Cozad US Equity Income is available as a Separately Managed Account or as a model, available through Cozad Asset Management, Inc., and through other advisers on Schwab and Envestnet Platforms.
Please click here for important disclosures regarding the Morningstar Analyst Rating™
BRYANT EVANS, MBA
Portfolio Manager, Investment Adviser
Bryant serves as an investment advisor, with responsibilities in portfolio management, investment analysis, financial planning, and client development. His strengths are in stock analysis and modern portfolio theory. Bryant created and manages our U.S. Equity Income and International Equity Income stock portfolios. In addition, Bryant offers broad, diversified wealth management to families and corporations. He serves on both our Executive and Investment Committees. Bryant’s insights into managing investments are often featured in the national and local media including the Wall Street Journal, Business Week, Bloomberg, and Reuters.
Office Phone: 217-356-8363
