Thursday, July 29, 2021

Learn More About the Johnson Equity Income Fund

The Johnson Equity Income Fund has been named the 2021 winner of the Refinitiv Lipper Fund Award for the “Best Fund over 5 Years” amongst Equity Income Funds. Just last year, the fund won the same award for the “Best Fund over 3 Years”.

Learn more about the award-winning Johnson Equity Income Fund in this recorded presentation. Senior Managing Director Jarett Levitsky, CFP®, joined Charles Rinehart, CFA, CAIA, Director and Portfolio Manager for the Equity Income Fund for a webinar on July 27, 2021. They discussed key topics related to the fund such as:

> The goal of the strategy including some history on the creation of the fund
> How we define quality stocks
> Why focusing on quality stocks is important
> What “equity income” means and why it is important
> How we choose what goes into the portfolio and when
> An overview of the team
> A review of the results