Our portfolio is managed to achieve faster dividend growth with a lower aggregate beta (a measure of volatility) while also providing a dividend yield that is equal to or greater than the S&P500.
Following our investment beliefs, we seek to outperform the index while experiencing less volatility and deliver downside protection through a broadly diversified portfolio.
FUNDAMENTAL RESEARCH DETERMINES OUR HOLDINGS
We select high-quality companies that are fundamentally positioned for potential total return.
INTEGRATED RISK MANAGEMENT INTO PORTFOLIO CONSTRUCTION
Aside from diversification by individual holdings, the portfolio is also broadly diversified across sector, beta, dividend yield, and dividend growth rates.
All sectors are mandated
as a means to capture the broadest economic exposure for the portfolio.
Different levels of beta
provides that we have representation of both cyclical and defensive companies.
Wide range of Dividend Growth
assures that the portfolio is optimized for both growth and income.
Broad representation of yield
helps mitigate interest rate sensitivity.