Investment Approach

Duncker Streett & Co. portfolios are predominately invested in individual securities. Mutual Funds and Exchange Traded Funds (ETFs) are periodically used to gain exposure to niche asset classes to help improve diversification.

Portfolios consist of 35 to 50 equity holdings, diversified across economic sectors and industries to help take advantage of long-term economic trends.

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We believe...

Common stocks are held for capital appreciation though some equities with above average dividends can appeal to income investors during periods of low interest rates.

Real Estate Investment Trusts (REITs) and Master Limited Partnerships (MLPs) often provide generous dividends and possess the potential for dividend growth and capital appreciation.

Preferred Shares and Convertible Preferred Shares generally pay large dividends with the latter holding the potential to rise in value.

Income can be generated through traditional investments in high-grade corporate or municipal bonds. Since the returns on fixed income investments have a low correlation to stocks, they can help improve portfolio stability.