Enhanced Dividend Equity Strategy

The strategy seeks a high level of current income and long-term growth of capital by investing in dividend-paying, large cap equity securities. 

  • Disciplined and repeatable process supported by theory and evidence
  • Income focus without the traditional biases of high dividend investing
  • Sector neutral positioning
  • Low cost, value orientation, and high diversification with favorable risk/reward characteristics
Investment Style
Large Cap / Dividend Income
STYLE
Benchmark
S&P 500
BENCHMARK
Light bulb
Jan. 1, 2016
INCEPTION

Philosophy

The team believes:

  • Traditional dividend strategies often have unintentional embedded exposures
  • 4th quintile dividend-paying stocks tend to outperform over time 
  • Avoid large exposures that are not supported by strong investment rational

Strategy Facts

As of 12/31/2018

 Assets Under Management (AUM)  $324 million
 eVestment Universe  U.S. Dividend Focus Equity
 Investment Vehicle  Separate Account

 

Portfolio Construction

  • Seeks to invest in 4th quintile dividend yielding stocks that enjoy competitive advantages and will grow dividends over time
  • Generally 90–110 holdings
  • Sector exposures limited to +/- 2% vs benchmark
  • At least 90% of the portfolio invested in S&P 500 securities

Management

Austin Kummer

Austin R. Kummer, CFA

Assistant Vice President, Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

Education 
BBA - Ohio University
MBA - Xavier University

Meet Austin Kummer
Jamie Wilhelm

James E. Wilhelm, Jr.

Managing Director, Head of Public Equity

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

Education 
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

Education 
BS - The Ohio State University
MBA - Xavier University

Meet Brendan White

Resources

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