Philosophy
We believe that a portfolio focused on high-quality companies with a culture of dividend payment and dividend growth will result in above average returns over time, with reduced volatility. Dividends are the tangible and essential link between shareholders and the companies they own and are the engine of long-term investment returns. They provide intelligence concerning a company’s financial strength, the quality of its earnings and the confidence of its management and board of directors. Additionally, dividends furnish investors with a steady and growing stream of income that dampens share price volatility while contributing meaningfully to long-term returns.
-
High-Quality companies meeting MCP’s QDG investment process criteria, producing durable dividends and attractive 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
Core Dividend Strategy
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
-
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
Dividend All-Cap Strategy
Oregon ESG Dividend Strategy
-
High-Quality companies producing durable dividends and attractive dividend growth rates
-
Large Cap portfolio on a weighted basis, though holdings may be ‘any-cap’ at purchase
-
Filtered and weighted based on environmental, social and governance (ESG) rating and screening criteria
-
Portfolio targeting 30-50 responsible companies exhibiting an attractive combination of dividend yield and growth characteristics
Quality, Durability, Growth
Quality, Mid & Small Cap Dividends
Quality, Durability, Responsibility
Martin Capital Partners seeks to capitalize on the powerful compounding effect of dividend growth through ownership in high-quality companies over longer than average holding periods.
