Summary
An actively managed large cap value strategy that relies on fundamental research and analysis to capture the benefits of both high-dividend yield and dividend growth stocks.
Objective*
Seeks to outperform the S&P 500 Index by 1.5-3% annualized before management fees over full market cycles with an expected annualized tracking error of 3-6%.
Investment Process
A disciplined, three-stage investment process:
- Stage I: Identify a target universe of stocks with sustainable high dividend yields and dividend growth potential
- Stage II: Identify and quantify unrecognized value in individual stocks
- Stage III: Construct a portfolio that focuses substantially all risk on bottom-up stock selection
*There is no guarantee that this objective will be achieved.
Past performance does not guarantee future results. There is no guarantee that any forecasts or opinions in this material will be realized. Manager commentary is for informational purposes only and does not constitute investment advice and is not a recommendation to purchase or sell any of the securities referenced.