Portfolio manager Ben Lofthouse discusses market trends and opportunities.
ABOUT THIS FUND
A long-only portfolio that seeks a high level of current income and steady capital appreciation. The Fund seeks global, high-quality, income-producing equities with a focus on international companies.
WHY INVEST IN THIS FUND
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.
Regional Rotation Strategy
We use a specialized rotation strategy intended to capitalize on the global seasonality of dividends.
Differentiated Income Option
The Fund may be an attractive alternative to preferred stock and fixed income. The Fund holds 100% equities with no leverage and a quarterly dividend distribution schedule.