Dividend Income Strategy

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

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Charles Simko, CFA

Investment Industry Experience:

39 years

Top 10 Holdings

as of 12/31/23

MICROSOFT (MSFT)

APPLE INC (AAPL)

ABBVIE INC (ABBV)

JPMORGAN CHASE & CO (JPM)

MICROCHIP TECHNOLOGY INC (MCHP)

CASH

THE HOME DEPOT INC (HD)

BLACKROCK INC (BLK)

MCDONALD’S CORP (MCD)

WASTE MANAGEMENT INC (WM)