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P R O C E S S
Our Investment Process
We only select
from stocks that have increased their dividends for at least
the past 5 years. Approximately 400 stocks are currently
available in our stock universe.
Our multi factor models rate the relative
attractiveness of each sector. Each of our Dividend Growth
Strategies allows for different levels of sector weight
dispersion relative to the benchmark
We rank stocks within their respective
sectors based on fundamental factors oriented towards dividend
stocks. Investments are focused on the highest ranked stocks
within each sector.
Each of our Dividend Growth Strategies
is designed to outperform its respective benchmark while
taking on considerably less risk.
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| Relative Value
Strategies
MARK W. GIOVANNIELLO, CFA
Portfolio Manager, CIO |
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| Dividend Growth
Strategy
ERIC C. BROWN, CFA
Founder, CEO |
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Past performance is not indicative of future results.
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