• Style All Cap, Income Oriented
  • Approach Active, Bottom-Up
  • Benchmark Russell 3000 Value Index

Strategy Highlights

  • Income Oriented – Focus on high dividend paying stocks and aim to exceed the portfolio yield 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
RESOURCES

Portfolio Managers

Aaron C. Clark, CFA
Aaron C. Clark, CFA
Partner, Portfolio Manager Daniel Miller Headshot
Daniel L. Miller, CFA
Partner, Director, Equities
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