Dividend Growth
Equity Strategies
Large Cap Growth
Mid Cap Growth
SMid Growth
Small Cap Growth
Dividend Growth
Multi-Cap Growth
SMid Core Opportunity
Small Cap Value
highlights
Philosophy
process
Style: Large Cap Growth
Inception: 10/31/2010
Benchmark: S&P 500
Concentrated: Target Number of Holdings 40-45
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.
Investment Policy Committee
Martine Elie, CFA Committee Chair
Dan Lagan, CFA
Ryan Tumbry, CFA