Our Family of Companies
western & southern financial group
western & southern life
columbus life insurance company
eagle realty group
fort washington investment advisors
gerber life insurance
integrity life insurance company
lafayette life insurance company
national integrity life insurance company
touchstone investments
western & southern financial group distributors

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
S&P 500
Jan. 1, 2016


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

  • Sector exposures generally +/- 2% versus benchmark
  • At least 90% of the portfolio invested in S&P 500 securities
  • Typically 70-90 holdings

Strategy Facts

As of 6/30/2021
Assets Under Management
$1.2 billion
eVestment Universe U.S. Dividend Focus Equity
Investment Vehicle Separate Account



Austin Kummer

Austin R. Kummer, CFA

Vice President, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

BBA - Ohio University
MBA - Xavier University

Meet Austin Kummer
Jamie Wilhelm

James E. Wilhelm, Jr.

Managing Director, Senior Portfolio Manager

Career Summary
Riggs Investment Management
First Union Securities
Evergreen Funds
Salomon Smith Barney

BS - Wingate University
MBA - Johns Hopkins University

Meet James Wilhelm
Brendan White

Brendan M. White, CFA

Senior Vice President, Co-Chief Investment Officer

Career Summary
Ohio Casualty Corporation

BS - The Ohio State University
MBA - Xavier University

Meet Brendan White