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Our Family of Companies
western & southern financial group
western & southern life
columbus life inaurance 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

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
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 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 70-100 holdings
 

Strategy Facts

As of 9/30/2019
Assets Under Management
$677 million
 eVestment Universe U.S. Dividend Focus Equity
 Investment Vehicle Separate Account

 

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