2015 End of Year Performance

The BAM Rising Dividends Portfolio ended 2015 positive for the year, up 1.05% through December 31st, net of fees.  We bested our benchmark, the MSCI All World Index, which fell over 2% for the year. The equity-income focused portfolio has now generated positive returns in 8 out of 9 calendar years since starting the portfolio as a separately managed account for clients in January 2007. For additional information, view the BAM Rising Dividends Portfolio Fact Sheet by clicking here