null Equity Income

Equity Income

Active Equity
  • Benchmark S&P 500® Value Index
  • Inception Date May 1998

Portfolio Managers

Strategy Overview

The Equity Income strategy focuses on identifying stocks that offer compelling dividend growth, solid fundamentals and attractive valuations by employing a forward looking, bottom-up investment process. We seek to outperform the Russell 1000® Value Index while offering a dividend yield greater than the index. The strategy is managed by an experienced and well tenured team whose interests are aligned with our clients.

Our unique dividend approach seeks to combine sustainable current income, solid dividend growth and compelling valuation characteristics.

Objective

The objective of the Equity Income strategy is to outperform its Russell 1000® Value Index while delivering at least a 50% dividend yield profile versus the benchmark over a full market cycle, resulting in compelling index and peer relative performance.

Approach

Equity Income strategy offers a balanced approach between dividend yield and dividend growth. Our approach is augmented by a valuation-sensitive process, seeks attractively valued companies with solid fundamentals and business momentum and aims to capture both income and capital appreciation.

Please note that all investment strategies involve risk.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.