ABOUT US

Fox Asset Management, an 80%-owned subsidiary of Eaton Vance, is a registered investment advisor that manages equity, fixed-income and balanced portfolios. Our objectives are superior long-term total return and capital preservation, goals which are meant to help clients gain a level of comfort necessary to properly maintain a long-term perspective. The firm's value-oriented equity strategy begins with a screening process that seeks to identify growing companies whose stocks sell at discounted price-to-earnings (P/E) and price-to-cash flow (P/CF) multiples. Fox favors such companies that maintain strong balance sheets and provide above-average dividend yields.

We also attempt to discern situations where intrinsic asset values are not widely recognized. Rigorous fundamental analysis, from both a quantitative and qualitative standpoint, is applied to all investment candidates. The firm employs a disciplined "bottom-up" approach to identify undervalued stocks. We seek out emerging and established trends that point to profit growth not overly dependent on economic trends in our stock selection. We are typically fully invested, however, if cash builds because of our sell discipline, transitional cash is held until values that meet our criteria become available.