Multi-asset

Income Multi-Asset Portfolio Strategy

The strategy targets stable income through exposure to a dynamic, global multi-asset portfolio seeking stable income in excess of its blended benchmark (50% Russell 1000 Value Index, 30% Bloomberg Intermediate U.S. Government/Credit Bond Index, and 20% ICE BofA U.S. High Yield Index).

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.

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