Dividend Equity Strategy

The strategy seeks a high level of current income and long-term growth of income and capital through a portfolio of high quality large cap and dividend-paying equity securities.

Disciplined and repeatable process supported by theory and evidence
Above average income and income growth without the traditional biases of high dividend investing
Prudent diversification with sector neutral positioning
Highly experienced and stable team
Low cost with favorable risk and return characteristics

Dividend Equity Commentary (PDF)

Dividend Equity Fact Sheet (PDF)

Large Cap / Dividend Income
STYLE

S&P 500
BENCHMARK

Jan. 1, 2016
INCEPTION

Philosophy

The team believes:

Dividend paying stocks tend to outperform over time with less risk
Companies with high barriers to entry sustain excess profits over time that promote dividend growth
Traditional dividend strategies often have unintentional embedded exposures
Avoid large exposures that are not supported by strong investment rationale

Portfolio Construction

Unique approach results in a portfolio of high quality companies with sustainable competitive advantages and high returns on capital that should pay reliable, growing dividends at reasonable valuations