• Style All Cap, Income Oriented
  • Approach Active, Bottom-Up
  • Benchmark S&P 500 Index

Strategy Highlights

  • Income Oriented – Focus on high dividend paying stocks and aim to maintain a yield twice that of the benchmark
  • All-Cap Approach – Seek high dividend opportunities across market cap spectrum
  • Research Intensive – Emphasize financial strength of companies and their ability to sustain current dividend payout

Portfolio Managers

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