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.

Composite performance

Average annual returns

Average annual returns

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Calendar year

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