ABOUT THIS PORTFOLIO
A global, long-only portfolio that seeks a high and rising level of dividend income as well as capital appreciation. The portfolio seeks high-quality, income-producing equities with a bias for international companies.
WHY INVEST IN THIS PORTFOLIO
Seeks High & Rising Income
We seek to provide a level of income that exceeds the average yield of global stocks, and we aim to provide a growing stream of income over time.
Income, Regardless of Environment
With our global approach, we seek to take advantage of various market environments to find the best income-producing equities. We tend to focus on international equities where the income-generating potential may be greater.
Differentiated Income Option
The portfolio may be an attractive alternative to preferred stock and fixed income. The investment team constructs a portfolio that holds 100% equity securities with no leverage and a quarterly dividend distribution schedule.