Equity Income Strategy

Our strategy was originally incepted for ultra high net worth families as a means of generating above market dividend yields in addition to stock price appreciation. The strategy seeks to generate tax advantaged income with qualified dividend tax treatment.

Our investment process is data driven, factor-based model coupled with a qualitative overlay for ultimate portfolio construction. The process is systematic, intuitive and repeatable.

  • HIGH-QUALITY AND LIQUID BALANCE SHEETS
  • DURABLE CASH FLOW AS SUPPORTED BY RELATIVE CASH FLOW MARGINS
  • ATTRACTIVE RELATIVE VALUATION
  • ATTRACTIVE AND GROWING DIVIDENDS

 

Investing involves risk, including the possible loss of principal. Equity securities may decline in value due to general market conditions, economic developments, issuer-specific events or changes in investor sentiment. Dividend-paying companies are not obligated to continue paying dividends and may reduce, suspend or eliminate dividends at any time. A focus on dividend-paying securities may cause the strategy to underperform strategies that invest more broadly across the equity market. The strategy seeks to generate income eligible for qualified-dividend tax treatment. Qualification for preferential federal tax treatment depends on applicable law, the securities held, required holding periods and each investor’s individual circumstances. Capital gains, nonqualified dividends and other income may be taxed at different rates. Investors should consult their tax advisers regarding their individual tax situations.

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