Dividend Growth is a “value” biased product designed to provide attractive long-term returns while protecting capital in down markets.

Our Equity Research Team seeks undervalued, high quality stocks that have consistent and growing earnings, strong financial characteristics, and rising dividends. We start our investment process by identifying all U.S. exchange-traded companies that have paid a dividend and that have increased its dividends over a ten year period. Our research team then conducts fundamental research to create a portfolio of 30-35 stocks that in aggregate have below market PE, above market dividend, above market dividend growth and below market earnings variation. We will sell a company if it becomes over-valued, fundamentals deteriorate or if there is a negative dividend action.

Our Equity Research team consists of eight professionals, six of whom hold the Chartered Financial Analyst (CFA) designation. The team has, on average, 20 years of experience and firm tenure of 13 years.

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• Consistently applied philosophy for over 29 years
• Stability and depth of research professionals
• Focus on high quality companies with strong balance sheets and consistently growing businesses
• Attractive combination of dividend yield and dividend growth
• Attractive risk-adjusted return profile
• Separately managed accounts and mutual fund