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Dividend Opportunity Strategy

  • High-Quality Middle & Small Cap companies producing attractive dividend growth rates and durable dividends

  • Companies exhibiting a history of attractive dividends, or a new commitment to the shareholder through aggressive dividend policy change

  • Domestic companies with a maximum market capitalization of $20 billion at purchase 

  • Portfolio targeting roughly 25-35 securities meeting our quality criteria with an attractive combination of dividend growth and yield characteristics

Philosophy
Philosophy
Dividend Opportunity Strategy

Quality, Mid & Small Cap Dividends

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