Dividend All-Cap Strategy

  • High-Quality companies producing durable dividends and attractive dividend growth rates

  • Domestic stocks in a broad range of market capitalizations 

  • Mid/Small Cap stocks to a maximum of 50% 

  • Portfolio targeting 50-60 securities utilizing an optimized mix of Core Dividend and Dividend Opportunity holdings

Philosophy
Philosophy
Dividend All-Cap Strategy

Quality, Durability, Growth