Long-term growth of capital and, secondarily, current income
US dividend-paying stocks with sound balance sheets, strong cash flows and profit sustainability.
Lead portfolio manager in place since the team's inception in 2002
19 years of average industry experience
Each analyst has cyclical & non-cyclical industry coverage to broaden expertise
We believe attractively valued companies that pay dividends sustained by strong capital structures may outperform over the long term.
We focus on dividend-paying stocks using our total return strategy, emphasizing:
We emphasize the sustainability and growth of a company's dividend in our fundamental research. Here we differentiate between strong, undervalued companies returning capital to shareholders and ailing companies offering higher, yet more volatile, yields. Our goal is to add value with less risk over a full market cycle.
Our disciplined investment process focuses on identifying potential candidates, company analysis, valuation and portfolio construction.