The strategy invests in US and Canadian companies with the potential for long-term dividend growth.
This strategy is based on the belief that companies generating rising dividends, bought at sensible valuations, will deliver excellent total returns over time through the combination of growth in both income and capital.
The strategy also has an income objective of providing a rising income stream.
We pursue a bottom-up approach to investing focused on fundamental analysis and valuation. Stocks with different sources of dividend growth are selected to build a portfolio that has the potential to cope in a variety of market conditions.
Typically, the strategy will hold 40 to 50 stocks and aims to be diversified across sectors.