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:
38 years
Top 10 Holdings
as of 9/30/23
MICROSOFT (MSFT)
ALPHABET INC CLASS A (GOOGL)
VISA INC CLASS A (V)
PROCTER & GAMBLE CO (PG)
THE HOME DEPOT INC (HD)
ADOBE INC (ADBE)
ILLINOIS TOOL WORKS INC (ITW)
CISCO SYSTEMS INC (CSCO)
ACCENTURE PLC CLASS A (ACN)
BLACKROCK INC (BLK)