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 Benchmark

NASDAQ U.S. Broad Dividend Achievers


Strategy Manager

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Charles Simko, CFA

Investment Industry Experience:

37 years

Top 10 Holdings

as of 9/30/21

Apple Inc (AAPL)

Microsoft Corp (MSFT)

Blackrock Inc (BLK)

JP Morgan Chase & Co (JPM)

The Home Depot Inc (HD)

Microchip Technology Inc (MCHP)

Honeywell International Inc (HON)

Abbvie Inc (ABBV)

Waste Management Inc (WM)

McDonald’s Corp (MCD)