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).

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.

Investment approach

Pure dividends: Dynamic, durable, decisive

Companies with a history of rising dividends have significant signaling qualities.

Consistent dividend growth often signals sustainable competitive advantages, financial strength, and the willingness of company management to return capital to shareholders.

Sustainable underlying business performance is integral to consistent returns.

Using fundamental research to identify strong companies and holding those businesses through full market cycles has historically led to positive-performing investments.

Diversified, focused portfolios can achieve long-term risk-adjusted returns.

Portfolios of companies with the ability to regularly raise dividends can provide consistent returns and downside risk management during periods of market stress.

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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.

View Team