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

Strategy Highlights

  • Income OrientedFocus 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

Portfolio Managers

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