Equity

Large Dividend Growth Strategy

The strategy seeks to achieve a positive yield premium to the S&P 500 Index. The strategy follows a top-down investment approach and purchases financially sound companies that pay an attractive current level of dividends at discounted valuations.

Competitive advantages

Research

Asset class flexibility

The team analyzes each component of a company’s capital structure, seeking the best relative-value opportunities and total return potential.

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Process resilience

The team’s process can uncover additional opportunities and assist in preserving liquidity during periods of extreme market stress.

Team

Independent risk management

The team’s risk analysis is overseen by the Office of the CIO and implemented by over 30 dedicated team members.

Our team
Meet the investment team

The team philosophy employs the belief that each asset class has a defined and fundamental role when constructing portfolios for clients.

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We look forward to helping you with your investment needs