Dividend & Yield Strategy

At a Glance

• A diversified portfolio of dividend-yielding securities seeking competitive total returns through a combination of above-average income, capital growth, and reduced volatility.
• A macroeconomic framework developed and monitored by the Investment Committee that informs global exposures and asset allocation.
• Sector weights, relative to the S&P 500 Index, reflect views on relative returns with an eye toward risk management.
• An 10+ years audited track record across a variety of market cycles.
• Available on selected investment platforms or via SMA.