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 generates 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

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