Average annual returns
Average annual returns
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Calendar year
Calendar year
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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.
