Equity

Current Equity Income Strategy

The strategy pursues an attractive total return relative to the Russell 1000® Value Index by focusing on strong companies that are expected to deliver consistent dividend increases.

Competitive advantages

Quality

Why dividend growers?

Dividend growth often signals other favorable qualities in companies. A focus on dividend growers has historically produced strong risk-adjusted returns over a full market cycle.

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Consistent capital allocation

The team expects each owned company to make disciplined capital allocation decisions, which can lead to higher and more consistent returns.

Research

Pure dividend-focused approach

The team’s fundamental research focuses on ensuring each company’s dividend is dynamic, durable, and decisive.

Composite performance

Average annual returns Add Minus

Average annual returns

(as of 3/31/2023)
1M
Inception
Fund
1.66
-0.80
Benchmark
-0.46
-3.97

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Calendar year Add Minus

Calendar year

Data is unavailable at this time, please check back later.
Our team
Meet the investment team

The team believes companies with a history of consistently increasing dividends have significant signaling qualities. We expect those we own to make disciplined capital decisions—aiming for higher, more consistent returns.

Contact Us

We look forward to helping you with your investment needs