Diversification Targets: 5% maximum security weight, 15% maximum exposure to a particular industry, 30% maximum exposure to an individual sector
Low Turnover: 15 to 25% annually
Fully Invested: Average cash allocation of 1 to 2%
Successful dividend growth strategies hold attractive characteristics for the serious long term investor, including the potential to provide a margin of safety in down markets. Our analysts strive to identify high quality companies with the financial strength, growth prospects, pricing flexibility, and management commitment, to continue a policy of annual dividend increases.