The investment philosophy of our Equity Dividend Plus Portfolio recognizes and emphasizes the historical significance of dividend yield to investor total return. By utilizing a relative dividend yield discipline coupled with fundamental research focusing on historical valuation metrics and comprehensive business analysis, we construct a diversified portfolio of securities providing above-average dividend streams and potential for capital appreciation. Our investment philosophy melds above-average dividend yield, traditional value manager equity selection and a conservative covered call option writing strategy. The objective of the portfolio is to provide high dividend yields, a growing cash flow stream and competitive total returns.
![Equity & Dividend Plus](/wp-content/uploads/2021/08/approach.jpg)