Equity Dividend Plus

Strategy Summary

  • Style: All Cap, Income Oriented
  • Approach: Active, Bottom-Up
  • Benchmark: S&P 500 Index
  • Inception: 11/1/2003
  • Strategy Assets: $1,141 MM as of 9/30/19

Investment Philosophy

We believe companies that possess high dividend yield and growth offer the best combination of total return, downside protection and lower volatility. A multi-cap approach helps broaden the investable universe while diversifying away systematic risk.

Portfolio Management
Strategy Profile


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