Core Dividend Strategy

  • Quality companies producing durable dividends and high dividend growth rates

  • Predominantly Domestic Large Cap, with the ability to tilt global, capitalization and style allocations 

  • International (ADRs only) and Mid/Small Cap stocks with maximums to 35% of portfolio

  • Portfolio targeting roughly 30-40 securities, producing steady and growing income that propels long-term appreciation, with a low volatility attribute

Quality, Durability, Growth