We seek above market dividend yield and long-term growth of capital by investing primarily in U.S. large capitalization companies with attractive dividend income potential.
We believe that companies with a history of paying stable or increasing dividends which in our view attest to their fundamental strength, sustainability, and prudent capital management can produce superior long-term investment returns.
- Focus on twin goals of above average dividend income and long-term capital appreciation potential
- Diversified portfolio of higher yielding stocks and dividend growers
- Bottom-up stock selection
- Utilize internal research analyst recommendations
The investment decision-making process is a disciplined, research driven, bottom-up process, which leverages the network of GEAM resources. The U.S. Equity Yield team begins with a universe of +/-750 stocks (S&P 500 Index as well as certain out-of-benchmark companies). Of this universe, 400+ are closely followed on a daily basis by GEAM’s research team. The investment team further narrows down this list by focusing on quality companies with financial strength, competitive leadership and earnings quality. The team will filter companies further on various valuation screens with an emphasis on high yielding companies with solid dividend growth potential. The final portfolio typically holds 65-85 stocks, predominantly large cap companies, which we believe in the aggregate can generate an above average market yield. Overweight positions are correlated with upside potential. The portfolio strives to be fully invested and is monitored daily as a part of the portfolio risk control process.
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