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Enhanced 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 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 that should pay reliable, growing dividends at reasonable valuations
Sector exposures limited to +/- 2% versus benchmark
At least 90% of the portfolio invested in S&P 500 securities
Typically 70-90 holdings
Strategy Facts
As of 3/31/2021
Assets Under Management
$1.2 billion
eVestment Universe
U.S. Dividend Focus Equity
Investment Vehicle
Separate Account
Management
Austin R. Kummer, CFA
Vice President, Senior Portfolio Manager
Career Summary Fort Washington Investment Advisors, Inc.
Education BBA - Ohio University
MBA - Xavier University
