PENCE Building America Portfolio UIT

A portfolio of stocks chosen by Pence Capital Management, LLC representing companies they believe can benefit from “Building America” through infrastructure projects including civil construction, engineering, and the sale of construction materials.

The portfolio is built by analyzing fundamentals of companies expected to maintain pricing power over the long-term time horizon based on their competitiveness and on market demand for their capabilities. These companies have demonstrated earnings consistency with strong balance sheets and forward-looking revenue growth potential.

WHAT WE CONSIDER

  • In 2014, urban congestion cost the country $160 billion in wasted time and fuel, according to INRIX. The average American household today loses 6% of its pre-tax income every year due to inadequate infrastructure spending.
  • According to the American Society of Civil Engineers, the U.S. needs to spend $4.6 trillion over the next 10 years just to avoid further waste of “livability”
  • Given that approximately half of the country’s infrastructure spending is funded by the federal government, major responsibility lies with Washington.

The trust is structured as a Grantor trust.

Industry Breakdown

 

As of 10/10/2022 and may vary thereafter.

Key points to consider

Our nation’s infrastructure system needs an overhaul.

Bridges are collapsing; freeways are crumbling, and the lapsing integrity of the country’s dams are becoming more the norm and less aberration.

According to the American Society of Civil Engineers, the U.S. needs to spend $4.6 trillion over the next 10 years just to avoid further waste of “Live-a-tivity”.

Given the fact that about 51% of the country’s infrastructure spending is funded by the Federal Government, the heavy burden lies on Washington. We believe that there is bipartisan support to fund the necessary infrastructure investment.

How to invest

Pence Capital Management develops investment strategies for distributors and model portfolios for advisors. To invest in Pence Capital Management Strategies, please contact your broker or advisor.

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