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.
Research has demonstrated that securities with higher-than-average dividend yields tend to weather depressed markets better than stocks with low yields.
Dividend paying stocks are typically less volatile. Companies that consistently pay dividends to their shareholders usually have more dependable earnings growth and thus are more stable.
Companies that deliver consistent dividend yield and growth
Stable or improving financial metrics
MARKET POSITIONING & GROWTH PROFILE
Companies in attractive markets delivering consistent growth
Attractive valuation metrics in relation to industry, peers and own company history
Avoid companies with unsustainable payout ratios
Experienced, tenured, high-quality management
Aaron C. Clark, CFA
Daniel L. Miller, CFA
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