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Equity

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

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

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