Overview
The Dividend Income strategy seeks capital appreciation, a dividend yield 50% – 100% higher than the broad equity market and a compound annual dividend growth rate in excess of the broad equity market. The investment selection process is driven by bottom-up security selection and designed to produce a low turnover portfolio focused on companies with a strong record of increasing dividends, the potential to consistently generate sustainable free cash flows and reasonable leverage ratios.
Strategy Manager
Charles Simko, CFA
Investment Industry Experience:
39 years
Top 10 Holdings
as of 03/31/24
MICROSOFT (MSFT)
APPLE INC (AAPL)
JPMORGAN CHASE & CO (JPM)
THE HOME DEPOT INC (HD)
WASTE MANAGEMENT INC (WM)
ABBVIE INC (ABBV)
BLACKROCK INC (BLK)
MCDONALD’S CORP (MCD)
PEPSICO INC (PEP)
HONEYWELL INTERNATIONAL INC (HON)