Dividend Growth & Income | Separately Managed Account
The Dividend Growth and Income SMA strategy seeks dividend income from a portfolio of 33 individual stock with capital appreciation being a secondary objective. The portfolio takes a disciplined approach to select stocks based on the dividend history, ability to raise the dividend, and opportunity for growth.
Strategy Highlights
Seeks current income and capital appreciation through investing in dividend paying U.S. companies.
Diversification across multiple companies and sectors.
Active management of SMA focused on mitigating downside risk of individual companies.
Portfolio Construction
1ST | Macro Outlook
Review sector weighting trends based on the S&P 500 and macro-economic research.
2nd | Universe
Identify candidates of US companies, by market capitalization, paying dividends that have a history and outlook to increase their dividend.
3rd | Screen
Utilize Revelation Investment Research to analyze downside risk based on valuation, growth, fundamentals, and sentiment.
4th | Decision
Select 33 stocks for the SMA from the screened holdings based on their fundamentals and technical analysis. Positions are reviewed regularly.