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 and contributes meaningfully to long-term returns.

Philosophy
Philosophy
Philosophy
  • 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

Core Dividend Strategy

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 companies producing durable dividends and high dividend growth rates

  • Domestic, all-capitalization stocks above ~$1 billion market cap

  • Portfolio targeting roughly 50 securities utilizing a domestically optimized mix of Core Dividend and Dividend Opportunity holdings

Dividend All-Cap Strategy

Oregon ESG Dividend Strategy

  • Quality companies producing durable dividends and high 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.

Philosophy
Core Dividend Strategy
Dividend Opportunity Strategy
Dividend All-Cap Strategy
Oregon ESG Dividend Strategy