Dividend Growth

highlights

Philosophy

process

 

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

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