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 capital appreciation with less downside than the overall market, as measured by the S&P 500 Index. A significant portion of the strategy's total return is derived from the dividend yield provided by its portfolio of high-quality dividend-paying stocks.
We follow a disciplined and fundamentally driven bottom-up process focusing on companies with:
Attractive dividend yields and the capacity to grow their dividends over time
Sustainable competitive advantages, strong cash flow, healthy balance sheets, and high returns on capital
The strategy is diversified by sector rather than limiting stock selection to the highest dividend-yielding sectors.
All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.