Investment Approach

  • We seek to provide a growing level of dividend income, long-term capital appreciation, and a reasonable level of current income.
  • The portfolio will normally invest 65% of total assets in common stocks of dividend-paying companies that we expect to increase their dividends over time and also provide long-term capital appreciation.
  • The portfolio employs a conservative, growth-at-a-discount investment approach with an emphasis on dividend growth. We identify companies with a sustainable competitive advantage that are likely to show consistent growth of earnings and dividends.
  • We particularly favor companies that generate excess cash flow with attractive valuations and solid cash flow to support future dividend increase.

Current Year Performance

Past performance cannot guarantee future results. All investments are subject to risks, including possible loss of principal.

1 Net annual returns reflect the deduction of a 3.00% annual wrap fee which is the maximum anticipated wrap fee deducted from the “pure” gross composite returns. Actual fees may vary. “Pure” gross returns are presented before the deduction of expenses and all other fees, but may include transaction costs. Returns include reinvestment of dividends and capital gains. 


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