Seeking Dividend Power

The Equity Income strategy invests in companies with a solid operating history, ample cash flow, and a strong competitive position. Our focus on dividend power seeks investments with meaningful, sustainable free cash flow as an indicator of potential superior long-term growth.

This strategy is designed for investors with a total return objective who also seek dividend yields higher than those produced by the broad S&P 500 index. It generally holds 25-45 individual stocks.

How We Manage the Portfolio

Quality Bias

  • Solid balance sheet
  • Ample cash flow
  • Strong competitive position

Dividend Power Focus

  • Sustainable dividend yield
  • Dividend growth
  • Share repurchase

Value Discipline

  • Consistent valuation framework
  • Multivariate appraisal
  • Margin of safety
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