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

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.

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.

Contact Us

We look forward to helping you with your investment needs