Equity Income Strategy

The Equity Income portfolio is predominately a large-cap equity portfolio with an emphasis on dividend income and dividend growth as well as capital appreciation. The strategy seeks to own high quality large-cap stocks that are undervalued based on our proprietary valuation and research disciplines.

Our time-proven buy/sell discipline, Relative Dividend Yield, identifies discreet periods of over- and under-valuation, security by security, supported by our rigorous, proprietary 12 factor research approach. The strategy typically holds 25-30 stocks, enjoys an above market and growing dividend yield, and low turnover.

Strategy Leader: Nancy Tengler
Strategy Team Member:
David Jeffress


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