US Dividend Income Strategy

We analyze all companies under the same fundamental proprietary lens, using a scalable and repeatable process. Our investment process is driven by our fundamental beliefs unchanged since our founding in 1996.

We believe that a portfolio that creates business value faster than a given benchmark and when assembled at a reasonable valuation will result in long-term out-performance.

† Active Share is a measure of the percentage of stock holdings in the strategy that differs from the benchmark index.