Equity Income
The Equity Income strategy provides investors with a carefully constructed portfolio of stocks that is designed to:
- Generate significant dividend income
- Grow assets through capital appreciation
- Minimize downside risk relative to the broad equity market
The current return objective is a 5% dividend yield, plus capital appreciation.
We seek consistent total return through a portfolio of:
- Common Stocks with above market dividend yields
- Master Limited Partnerships (MLPs)
- Real Estate Investment Trusts (REITs)
- Convertible Preferred and Preferred Securities
Portfolio investments are made with a focus on companies that:
- Use high levels of free cash flow to pay a consistently high dividend
- Are reasonably priced relative to the market and their peers
- Are underpinned by real businesses, rather than hype or speculation
- Span the capitalization spectrum
International Income
The International Income strategy provides investors with a carefully constructed portfolio of stocks that is designed to:
- Provide clients with exposure to equity investment opportunities located outside of the United States by investing in American Depository Receipt (ADR) shares traded in U.S. Dollars on U.S. exchanges;
- Generate significant dividend income;
- Grow assets through capital appreciation;
- Minimize downside risk relative to the broad equity market.
The current return objective is a >4% dividend yield, plus capital appreciation.
We seek consistent total return through a portfolio of:
- ADRs with above market dividend yields
- ADR Real Estate Investment Trusts (REITs)
Portfolio investments are made with a focus on companies that:
- Use high levels of free cash flow to pay a consistently high dividend
- Are reasonably priced relative to the market and their peers
- Are underpinned by real businesses, rather than hype or speculation
Disciplined Growth
The Disciplined Growth strategy provides investors with a carefully constructed portfolio of stocks that is designed to:
- Grow assets through capital appreciation
- Minimize downside risk relative to the broad equity market;
- Generate moderate dividend income.
We seek above-market returns through a portfolio of equity securities that:
- Possess strong earnings growth right now
- Are likely to sustain this strong earnings growth into the future
- Are reasonably priced with respect to their growth prospects
- Are underpinned by real businesses, rather than hype or speculation
- Span the capitalization spectrum
