Strategic Dividend Equity

Philosophy

Our Strategic Dividend Strategy is dedicated to generating income and growing assets through capital appreciation while aiming to minimize downside risk relative to the broad equity market such as the S&P 500.  This approach aims for long-term appreciation by focusing on high quality domestic large-cap stocks, combining dividend payers and growers with increasing share prices.  Our philosophy is grounded in the belief that companies with strong fundamentals and significant cash flows are well positioned to weather market fluctuations and deliver consistent returns over the long run.

Strategy

Our strategy centers on identifying and investing in high-quality domestic large-cap stocks of reasonably valued companies with solid fundamentals and a proven track record of paying and/or growing their dividends.  Our strategy seeks broad diversification across all 11 GICS sectors of the S&P 500 and diversification within subsectors.  A top-down investment approach to these broad sectors is taken to determine the desired sector exposure based on our investment committee’s current macroeconomic outlook.  A fundamental bottom-up approach to stock selection is then applied. 

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