Dividend Growth





Style:  Large Cap Growth

Inception:  10/31/2010

Benchmark:  S&P 500

Concentrated: Target Number of Holdings 40-45

Diversification Targets: 5% maximum security weight & 15% maximum exposure to a particular industry, in general

Low Turnover: 15 to 25% annually

Fully Invested: Average cash allocation of 1 to 2%




  • Successful dividend growth strategies hold attractive characteristics for the serious long term investor, including the potential to provide a margin of safety in down markets. Our analysts strive to identify high quality companies with the financial strength, growth prospects, pricing flexibility, and management commitment, to continue a policy of annual dividend increases.



Investment Policy Committee


Martine Elie, CFA Committee Chair

Dan Lagan, CFA

Ryan Tumbry, CFA


Key documents

Dividend Growth Strategy Card

Dividend Growth Commentary

Congress Asset Management

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