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

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

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Calendar year Add Minus

Calendar year

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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.

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We look forward to helping you with your investment needs