Strategy Highlights
Value Focused
We believe a professionally-managed approach can identify companies with sustainable dividend policies whose stocks are attractively valued.
Growth & Income
A portfolio of undervalued dividend-paying stocks may provide investors with long-term growth of capital and current income.
Dividend Payers
True to its mandate, the strategy invests in companies that pay dividends.
Portfolio Highlights
- Through our diversified stock picking approach, we seek to provide risk-adjusted excess returns while maintaining a consistent yield and a large cap value orientation.
- We take a broad-based approach to equity income where we seek to be diversified among sectors and industries to help reduce the interest-rate sensitivity associated with more traditional dividend-payer strategies.
- We seek to invest in dividend-paying companies that are also durable franchises with the characteristics necessary to stave off the threat of disruption.
Vehicles Offered
Separate Account
Portfolio managed directly on behalf of an institutional client.
Mutual Fund
Pooled investment vehicle available to individual and institutional investors.
The Investment Team
By The Numbers
Investment Professionals
35
Years Avg. Industry Experience
21
Years of industry experience as of 01/01/2025.
