Equity

International Dividend Payers Equity Strategy

The strategy seeks to outperform the MSCI EAFE Index (Net) with attractive risk-adjusted performance over the long term. It targets a higher dividend yield relative to the S&P 500 and MSCI EAFE Indexes and with beta relative to the MSCI EAFE Index (Net).

Competitive advantages

Quality franchises

The team invests in best-in-class companies with resilient business models, exceptional management, financial strength, and prudent capital allocation.

Dividend is fact, yield is opportunity

Dividend yield is analyzed as a valuation signal to assess market sentiment and pricing opportunity.

Best of both worlds

A portfolio of dividend payers and growers can provide investors with both ballast and opportunity, as well as income, growth, and lower volatility.

Investment approach

Resilient companies, resilient portfolios, resilient outcomes

The team identifies companies it views as best-in-class with resilient business models.

Purchase candidates are resilient companies the team determines offer an attractive relative-value opportunity and favorable dividend expectations.

Portfolios integrate both higher-yielding “payers” and lower-yielding “growers.”

The team seeks to meet income goals through stock selection, recognizing that for fairly priced stocks, higher growth expectations imply lower yields.

A collaborative team dynamic and disciplined portfolio construction drive consistent results.

The team capitalizes on deep investment experience and employs disciplined portfolio construction, allowing stock selection to drive relative return.

Resilient portfolios can help investors who rely on wealth to fund expenses achieve their goals.

The team strives to deliver growing income, defensive performance under stress, and competitive equity returns, helping clients maintain wealth and real income. 

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Composite performance

Average annual returns

Average annual returns

(as of 3/31/2024)
1M
3M
YTD
1Y
Inception
Composite (Gross)
2.45
6.37
6.37
17.44
13.07
Composite (Net)
2.39
6.18
6.18
16.62
12.29
Benchmark
3.29
5.78
5.78
15.32
10.80

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

Calendar year

2023
2022
Fund
19.85
-2.82
Benchmark
18.24
-3.51

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


Our team
Meet the investment team

The team strives to provide clients with above-average annual dividend income relative to large-cap developed market equities with a long-term focus on total return and growth of income.

View Team
Paige

Paige Henderson

Head of Resilient Global Equity

Contact Us

We look forward to helping you with your investment needs

 

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