Dividend Opportunity Strategy

  • 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 ranging in size from ~ $1 to $20 billion market capitalization

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

Quality, Mid & Small Cap Dividends