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

Large Cap / Dividend Income
STYLE

S&P 500
BENCHMARK

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

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

Strategy Facts

As of 6/30/2019
Assets Under Management	$377 million
eVestment Universe	U.S. Dividend Focus Equity
Investment Vehicle	Separate Account

Management

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

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 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

Meet Public Equity Team

Resources

Enhanced Dividend Equity Fact Sheet (PDF)