Overview
Our Large Cap Equity Income strategy targets established, dividend-paying companies with strong competitive advantages, durable recurring revenue, and consistent dividend growth. We seek businesses that demonstrate robust financial health, high returns on invested capital, and experienced management, with the goal of creating a clear path to long-term income growth and providing stability often missing in broader equity income strategies.
This strategy typically holds 30-35 concentrated positions, allowing for deep conviction in each holding. Our investment process emphasizes investing in companies with a history of growing dividends, balancing strong income prospects with valuation discipline to ensure attractive risk-adjusted returns over a full market cycle.
