Dividend Growth Strategy (“DGS”) evaluates companies that exhibit a commitment to both paying and growing their dividends over time. Why? Companies that raise their dividends regularly have proven not only that they can generate profits through both good times and bad, but that they can grow their profits over long periods of time. To the point, we believe that dividends are a key way for investors to gauge the quality of an investment.
To provide clients with capital growth by investing in companies which generate a high and consistently growing stream of dividends. Over time, clients will enjoy a rising “yield on invested capital.”
as of 6/30/2018 (*annualized, ** 9/30/13)
as of 6/30/2018 (source: FactSheet)
Top 5 Holdings
as of 6/30/2018
Past Performance is not a guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. The returns are based on the Dividend Growth Strategy Composite weighted return. The Strategy seeks to provide both capital appreciation and a growing stream of dividend income. It is fundamentally-based and security selection is the main driver of results. The Composite reflects the deduction of advisory fees and any other expenses that a client would have paid or actually paid. The Composite also includes the reinvestment of dividends and capital gains. Performance information for the S&P 500® is included for the same time periods. The S&P 500® is used for comparative purposes only. The volatility of an index is materially different from that of the strategy’s Full-Discretion Portfolio. The S&P 500® refers to the Standard and Poor’s 500 Index which is a capitalization weighted index of 500 stocks. The index is designed to measure performance of the broad domestic stock market.