Tax-Advantaged Income

U.S. Stock Universe

U.S. stocks listed on the NYSE, ASE and OTC markets have generally paid increasing dividends for 20 years or more.

Quantitative Evaluation & Ranking

Using a quantitative, bottom-up investment process, the methodology seeks to identify stocks that have a consistent record of paying dividends in the past and seem to have the ability to sustain their dividend payments, in our opinion. Seeks to provide predictable and relatively high returns compared to the decreasing income levels of many asset classes during this period of relatively low-interest rates. Low portfolio turnover should result in more tax-efficient income.

Portfolio Construction

The strategy invests in up to the top-ranked 20 stocks that meet the criteria, approximately equal-weighted with diversification between companies and sectors, with no exposure to REITs.