Average annual returns
Average annual returns
Data is unavailable at this time, please check back later.
Calendar year
Calendar year
Data is unavailable at this time, please check back later.
Equity
Utilities and Rising Dividend Equity Strategy
The strategy pursues total return consisting of current income and capital appreciation by taking a dividend-focused approach to investing principally in securities of utility and telecommunication companies across all market capitalizations.
Competitive advantages
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.
Consistent capital allocation
The team expects each owned company to make disciplined capital allocation decisions, which can lead to higher and more consistent returns.
Pure dividend-focused approach
The team’s fundamental research focuses on ensuring each company’s dividend is dynamic, durable, and decisive.
Pure dividends: Dynamic, durable, decisive
Composite performance
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.
Key risks
Market risk: Security markets are volatile and may decline significantly in response to adverse issuer, regulatory, political, or economic developments with different sectors of the market and different security types reacting differently to such developments.
Equity securities risk: Equity securities fluctuate in value and price in response to factors specific to the issuer of the security, such as management performance, financial condition, and market demand for the issuer's products or services, as well as factors unrelated to the fundamental condition of the issuer, including general market, economic, and political conditions.
Small-cap securities risk: If a strategy invests in the securities of smaller-capitalization companies, these securities tend to be more volatile and less liquid than those of larger companies.
Foreign securities risk: If a strategy invests in the securities of non-U.S. issuers, these investments may be subject to lower liquidity, greater price volatility, and risks related to adverse political, regulatory, market, or economic developments and may be affected by changes in foreign currency exchange rates.
Investors should know that this strategy deployed may be subject to additional investment risks. For important information about the investment manager, please refer to Form ADV Part 2.
