Our research driven process seeks to uncover compelling opportunities in the stocks of high-quality companies with strong balance sheets, competitive solutions, and large addressable markets.
Seeks to generate above average income and above-average growth of income relative to the S&P 500.
The Strategy utilizes both a quantitative and a fundamental approach to identify dividend-paying companies. Our approach:
Seeks companies with dividend growth greater than the S&P 500
Focuses on companies with strong cash flow generation and the capacity for continued dividend increases
Analyzes the capability of companies to support the dividend during challenging economic environments
All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.