Make a Habit of Investing Regularly



“Systematic investing will pay off ultimately, provided that it is adhered to conscientiously and courageously under all market conditions.”

Ben Graham,
Father of Value Investing

Systematic Investing =
Investing Equal Amounts at
Regular Intervals





The Benefit of Systematic Investing

Investing consistently regardless of market conditions
can build you long-term wealth. Why?



Systematic Investing Works

$10,000 Investment and $10,000 Added Quarterly
S&P 500® 2001-2015

See endnotes for a description of systematic investing chart.

Make a Habit of Investing Regularly


“As stewards of our shareholders’ savings, it is important to share the wisdom we have acquired over more than half a century of investing.”

Chris Davis
Portfolio Manager and Chairman