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Equity

Dividend Growth

Objective

The Dividend Growth strategy seeks to provide investors with capital growth by investing in companies that generate a high and consistently growing dividend stream.

Investment Approach

  • A team approach
  • Fundamental analysis complemented by valuation and technical analysis
  • Identify stocks displaying desired "attributes," with a key focus on dividend policy
  • "Attribute weights" to seek diversification in various market cycles
    • Dividend Growth 80-100%
    • Attractive Value 0-20%
    • High Growth 0-20%
  • Seek premium dividend growth with consistent earnings
  • Results in high quality companies with enhanced profitability that have displayed superior downside results

Dividend Growth Premium Income

Objective

The Dividend Growth Premium Income strategy seeks to provide a premium and rising stream of income compared to the S&P 500® Index, resulting in superior risk-adjusted return.

Investment Approach

  • A team approach
  • Fundamental analysis complemented by valuation and technical analysis
  • Identify companies with "dividend momentum" in an effort to provide premium income
  • Seek premium dividend growth with consistent earnings
  • Results in high quality companies with enhanced profitability that have displayed superior downside results

Dividend Growth Premium Income Plus

Objective

The Dividend Growth Premium Income Plus strategy seeks to provide a premium and rising stream of income compared to the S&P 500® Index, and with the addition of covered call writing, the strategy further seeks to provide superior risk-adjusted returns.

Investment Approach

  • A team approach with fundamental research, complemented by valuation and technical analysis
  • Identify companies with “dividend momentum” and consistent earnings
  • Results in high quality companies with enhanced profitability that have displayed superior downside results
  • Complementary covered call writing strategy can provide an additional source of return