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Income Stock

Active Equity
  • Benchmark S&P 500® Index
  • Inception Date April 2011

Portfolio Managers

Strategy Overview

The Income Stock strategy seeks to identify stocks that offer sustainable, high-dividend yields, compelling dividend growth, solid fundamentals and attractive valuations by employing a forward-looking, bottom-up investment process. We seek to outperform the US large cap equity market while offering a dividend yield more than 50% above that of the S&P 500® 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 high current income, solid dividend growth, and compelling valuation characteristics in a concentrated, high-conviction strategy (30-60 holdings).

 


Objective

The objective of the Income Stock strategy is to outperform the S&P 500 Index while delivering at least a 50% dividend yield profile versus the primary benchmark over a full market cycle, resulting in compelling index and peer relative performance


Approach

The Income Stock strategy offers a balanced approach between dividend yield and dividend growth, augmented by valuation sensitive process. The strategy 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.